About Andrea
Serving the Evansville area, Andrea provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Andrea works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Andrea is an Assistant Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Indiana 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. Together they serve as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Andrea has dedicated the past decade helping clients achieve their financial goals. As a Certified Financial Planner (CFP®), Andrea specializes in holistic financial planning, offering tailored advice and strategies to high net worth families, individuals, and business owners.
With a deep understanding of the complexities of wealth management, Andrea is committed to providing comprehensive solutions that encompass investment management, estate planning, tax strategies, and retirement planning. Her client-centric approach ensures that each financial plan is customized to meet the unique needs and aspirations of her clients.
Andrea has dedicated the past decade helping clients achieve their financial goals. As a Certified Financial Planner (CFP®), Andrea specializes in holistic financial planning, offering tailored advice and strategies to high net worth families, individuals, and business owners.
With a deep understanding of the complexities of wealth management, Andrea is committed to providing comprehensive solutions that encompass investment management, estate planning, tax strategies, and retirement planning. Her client-centric approach ensures that each financial plan is customized to meet the unique needs and aspirations of her clients.
Education
Eastern Illinois University, Charleston, IL - Bachelors of Science in Business
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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