Marc Dobson

Senior Investment Advisor

Marc Dobson
Address
Virtual
Virtual, AL
US
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Contact Hours
By appointment

About Marc

Professional Experience

As a Senior Investment Advisor with Fifth Third Private Bank, Marc Dobson serves as a trusted investment expert for high-net-worth and ultra-high-net-worth clients, delivering personalized portfolio guidance and sophisticated investment strategies aligned with clients’ long-term financial goals. With more than two decades of experience in investment strategy, Marc brings extensive expertise in portfolio construction, asset allocation, and tax-efficient planning.

Partnering closely with Wealth Management Advisors and Private Bank teams, Marc takes a client-centered approach to developing investment strategies designed around each client’s unique financial objectives. Prior to joining Fifth Third Private Bank, he served as Senior Investment Advisor and Senior Vice President at PNC Private Bank. Through disciplined investment management and thoughtful portfolio strategy, Marc helps clients navigate complex financial decisions and pursue their long-term financial goals.

Education

University of Alabama at Birmingham
B.S. in Finance

Certified Wealth Strategist (CWS)
Cannon Financial Institute

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

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