About Mimi
Serving the Boca Raton area, Mimi provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Mimi works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Mimi has over 25 years of experience in managing high net worth relationships. She is dedicated to providing multi-generational families with the highest level of service and expertise in wealth management, private banking, insurance, estate planning and wealth transfer. Mimi has the proven ability to effectively foster strong client relationships by delivering on commitments, while creating, implementing and achieving clients' desired results.
Education
Mimi Bengio earned her Bachelor's Degree of Science in Marketing and Business Administration from Yeshiva University-Stern College. She went on to complete her Masters of Business Administration (MBA) with a concentration in Finance and Investments.
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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