About Gregory
Serving the Indianapolis area, Gregory provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Gregory works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Greg Sheldon is a Vice President and Wealth Management Advisor with Fifth Third Private Bank, where he has been serving clients since 2017. With over two decades of experience in the financial services industry, Greg brings a deep understanding of wealth planning and a passion for helping individuals and families align their financial strategies with their personal goals and priorities.
As a Wealth Management Advisor, Greg finds purpose in guiding clients through the complexities of wealth management. He believes that navigating financial, tax, and legal intricacies provides an opportunity to deliver clarity and confidence—empowering clients to make informed decisions that support long-term success.
As a Wealth Management Advisor, Greg finds purpose in guiding clients through the complexities of wealth management. He believes that navigating financial, tax, and legal intricacies provides an opportunity to deliver clarity and confidence—empowering clients to make informed decisions that support long-term success.
Education
B.S. in Business, Indiana University Kelley School of Business, Bloomington, IN
Licenses & Professional Designations
- Life Insurance
- Certified Private Wealth Advisor
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
