Todd Harvey Managing Director, Fifth Third Private Bank Western Michigan Private Bank Team

Education

Western Michigan University Haworth College of Business, Kalamazoo, Michigan

Professional Experience & Areas of Focus

As a director in the Private Bank Todd has the privilege of helping affluent clients and business owners simplify their financial complexities by providing solutions in the areas of wealth planning, investment management, assisted estate planning, trust services and risk management. Todd has been serving clients in the financial services industry since 2003.

Licenses & Professional Designations

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

Personal & Community Participation

Todd, his wife and four children live in Byron Center, Michigan. Todd enjoys spending time with family and friends and is also active in recreational sports including baseball, basketball and golf.