Mimi Bengio

Wealth Management Advisor 

Mimi Bengio
Address
120 East Palmetto Park Road
Boca Raton, FL 33432
US
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Contact Hours
By appointment

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 is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Florida region. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. With 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 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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Our Wealth Solutions for Your Personal Finances

Wealth Management
Investment Management
Investing & Retirement
Estate Planning
Fiduciary Services
Insurance Options

We’re here to help

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.

Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states.

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