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Stephen Bergman
Wealth Management Advisor 

Stephen Bergman

Finra’s BrokerCheck
Address
400 Skokie Boulevard Suite 700 Northbrook, IL 60062 US

Contact Hours

By appointment

About Stephen

Serving the Northbrook area, Stephen provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Stephen works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
10 Years of Financial Advising and Investment Experience
Education
Ohio State University - Bachelor of Science in Economics
Licenses & Professional Designations
  • CFA

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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