Managing Director, Private Bank
Nicholas Phelps
Address
401 South 4th Street Louisville, KY 40202 USContact Hours
By appointmentAbout Nicholas
Serving the Louisville area, Nicholas provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Nicholas works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Nick is Senior Vice President and Managing Director for Fifth Third Private Bank in the Kentucky region. He and his highly credentialed team are dedicated to the development and implementation of customized wealth management solutions for business owners, high net worth and ultra high net worth clients and their families. They bring more than 160 years of experience 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.
Education
Nick is a 2008 graduate of the University of Kentucky and served as the student representative on the Board of Trustees his senior year. In 2014 he completed a MBA from the University of Louisville, with a focus in entrepreneurial studies.
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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