About Adam
Serving the Evansville area, Adam provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Adam works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Adam is an Assistant Vice President and Wealth Management Advisor with Fifth Third’s Private Bank. He has been with Fifth Third since graduating from Indiana University in 2016. Formerly holding his investment licenses, he has worked with mass affluent clients in Fifth Third Financial Centers, but now serves as the primary point of contact on a team of financial professionals, including Portfolio Managers with CFA and CPA credentials, Estate Planning Attorneys serving as Trust Advisors, and High Net Worth Insurance experts, catering specifically to high net worth families in the Tri-State region and beyond. By learning about their personal, professional, and financial goals, Adam delivers a highly personalized wealth strategy backed by his planning background and CFP® credential, as well as a team of experts and suite of resources.
Education
Bachelor of Arts - Indiana University Bloomington
Licenses & Professional Designations
- Life Insurance
- Certified Financial Planner
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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