Tim Kerdolff Wealth Management Advisor Cincinnati Private Bank Team

As Wealth Management Advisor, Tim Kerdolff serves as your wealth management coordinator and consultant. Tim collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Tim graduated summa cum laude from the University of Kentucky with a bachelor's degree in Finance and Marketing.

Professional Experience & Areas of Focus

Tim Kerdolff joined Fifth Third Private Bank in 2010. He serves as a Wealth Management Advisor for affluent families, business owners, corporate executives, professionals and corporate financial planning engagements. For each client family Tim coordinates dedicated teams of specialists to deliver holistic wealth management services including wealth planning, investment management, private banking, risk management, and trust services.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Tim and his family reside in Northern Kentucky. Tim is Membership Chair of the Young Professionals Board at The Children's Home of Cincinnati. Tim also serves as Vice Chair of the United Way of Greater Cincinnati Northern Kentucky Program Monitoring Committee. Tim is a member of the United Way Board Orientation & Leadership Development (BOLD) Fall 2014 class and a 2011 graduate of Cannon Trust School I. Tim is actively involved in his church, Fifth Third Bank's IA in Action and Young Professionals groups, and ArtsWave CincYPerks.