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Valerie Marshall

Fifth Third Private Bank Valerie Marshall

Wealth Management Advisor

By appointment

About Valerie

Serving the Lexington area, Valerie provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Valerie works closely with you to develop an investment plan that works for your unique objectives.
Valerie practiced law for over eleven years. She focused on estate and gift tax planning; will and trust preparation; estate administration; and litigation. In 2011, Valerie left the practice of law to work with a local wealth management team where she served in a variety of roles. During that time, her responsibilities encompassed providing fiduciary services and advice; leading a team of professionals; and managing the client experience. Valerie joined Fifth Third Private Bank in 2017 as a Wealth Management Advisor.
Personal Background
Valerie graduated from Vanderbilt University and the University of Kentucky College of Law. She is married with two sons. Valerie serves on the Board of Directors for the United Way of the Bluegrass. She is also a member of the Society of Financial Service Professionals. Valerie has also served as Board President for the Lexington Children’s Theatre and was a member of the Leadership Lexington Class of 2008.
Vanderbilt University, Nashville, Tennessee
University of Kentucky College of Law, Lexington, Kentucky
  • Series 7
  • Series 63
  • CFP®
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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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