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

Todd attended Valparaiso University where he majored in psychology.

Professional Experience & Areas of Focus

Todd is a Vice President and High Net Worth Insurance Specialist for the North Carolina Affiliate. He has over 18 years experience as a financial advisor. Todd's focus is helping clients to protect their assets, save on taxes, and preserve wealth. He holds the Accredited Wealth Management Advisor designation.

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)