Todd Mortimer Wealth Management Advisor North Carolina Private Bank Team

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

Education

Valparaiso University, Valparaiso, Indiana

Professional Experience & Areas of Focus

Todd is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Carolinas. He has over 22 years of financial services experience including 12 years experience advising high net worth clients. Todd's passion is helping clients make sound financial decisions with an emphasis on asset protection, asset management, wealth creation, and tax reduction strategies.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 65)
  • Registered General Securities Representative (Series 7)
  • Accredited Wealth Management Advisor (AWMA)