Lillian Peters

Wealth Management Advisor

Lillian Peters
Address
200 East Las Olas Boulevard #1200
Fort Lauderdale, FL 33301
US
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Contact Hours
By appointment

About Lillian

Lillian is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the South Florida region. She and her highly credentialed team are dedicated to helping high-net-worth and ultra-high-net-worth individuals, families, and business owners with customized wealth management solutions. Together, they serve as trusted advisors, providing comprehensive advice and solutions focused on wealth planning, banking services, custom credit solutions, investment management and trust services, tax strategies, and estate planning.

 

With more than 32 years of experience in wealth management, Lillian delivers holistic financial advice through the creation, implementation, and ongoing monitoring of personalized financial plans. As a Certified Financial Planner™, she leads with objectivity and works collaboratively with clients to understand their goals and priorities across every stage of life. Her areas of focus include wealth accumulation and preservation, retirement planning, estate planning, and business transition planning.

 

Lillian’s background includes senior leadership roles as a Senior Wealth Director and Managing Director, where she led multidisciplinary teams providing fiduciary, credit, investment, and banking services to high-net-worth individuals, families, private foundations, and endowments. Known for her technical expertise in customized lending and tailored strategies, she collaborates closely with internal partners to deliver complex, highly customized solutions.

Education
  • •Florida International University, Miami, Florida BBA Degree in International Business and Marketing (May 1994)
  • •University of Florida, Richmond College, the American International University in London (Summer Program - 1993)
  • •Masters of Science in Entrepreneurship (in process) University of Florida
  • •CFP® 
  • •CDFA®
  • •CTFA
  • •CEPA®
  • •AIF®
  • • Life, Health & Variable Annuity

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

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