About Cynthia
Serving the Naples area, Cynthia provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Cynthia works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Cynthia has 16 years of experience in the financial services industry. Prior to joining Fifth Third Private Bank in 2019, she spent 15 years with PNC Bank, most recently as a Wealth Management Senior Relationship Strategist in Naples, Florida. She is a Wealth Advisor who proactively aligns customer needs and satisfaction with customized financial solutions to achieve complex goals, and to drive client loyalty. Those solutions include Investment Management, Private Banking, Risk Management, as well as Trust and Estate Administration, amongst others. Cynthia has the proven ability to efficiently and effectively foster strong client relationships by delivering on commitments, open communication, creating, implementing, and executing plans, ultimately delivering desired results.
Personal Background
Cynthia lives in North Naples, Florida, with her husband, Greg, and their two children, Adeline and Wyatt, as well as their Goldendoodle, Mona. She is an avid boater, and also enjoys fishing, playing Scrabble, cheering on the Pittsburgh Steelers, and spending time with her family. Cynthia enjoys volunteering at Veterans Memorial Elementary School and the United Way.
Education
Cynthia has a Bachelor of Science from Clarion University of Pennsylvania as well as a Certificate of Financial Planning from Duquesne University.
Licenses & Professional Designations
- Series 7
- Series 66
- Life Insurance
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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