Skip to content
Return to Nav
Advisor Headshot

Fifth Third Private Bank Patrick Koontz

Senior Trust Officer

By appointment

About Patrick

Patrick Koontz serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Patrick acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
Patrick joined Fifth Third Bank in 2005 after practicing law in the areas of estate and trust administration, elder law, real estate and small business. As a Senior Trust Officer, he is responsible for assisting clients with the administration of investment management accounts, personal trusts, estate administrations and personal charitable foundations. He advises generations of families to help them simplify the complexity of working through issues such as wealth and business transfer planning; challenges related to of loss of capacity, disability and difficult family situations; private and higher education funding; charitable intent and other financial matters. Patrick believes strongly in helping his clients develop and implement plans to manage their affairs during the client's lifetime, during any period of incapacity of the client and after the client's death. Patrick's goal is always to put his clients and their needs at the center of his work by helping them develop dynamic solutions to their individual circumstances.
Personal Background
Patrick is a member of the Signature School Foundation Board of Directors and volunteers for the Wesselman Nature Society, the Evansville Vanderburgh Public Library and the Henderson Music Preservation Society.
BA English Literature, Indiana University-Bloomington, IN 1996
BS Business Administration/Marketing, Indiana University-Bloomington, IN 1996
Juris Doctor, Indiana University- Bloomington, IN 1999
  • CFP®
  • CTFA
Contact Me

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.
Learn More
Business Description Photo

We're here to help: