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James Zessin

Fifth Third Private Bank James Zessin

Wealth Management Advisor

By appointment

About James

As Wealth Management Advisor, James Zessin serves as your wealth management coordinator and consultant. James collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
Brad manages high net worth advisory and wealth management relationships with small business owners, executives, and retirees. His focus is on investment management, cash management, insurance, debt and liability management, and all aspects of long-term planning (retirement, education, estate, and income taxes). Brad's prior experience includes fifteen years as an Assistant Vice president, Sr. Financial Consultant with a global wealth management firm.
Personal Background
Brad and his wife have three children, and live in Wheaton, Illinois. Brad is active in the community with CUSD 200, Wheaton Warrenville High School, and the Boy Scouts of America.
Brad is a graduate of Western Michigan University in Kalamazoo, MI, with a degree in Business Administration.
  • Series 7
  • Series 63
  • Series 65
  • Life Insurance
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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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