Richard Patrick III

Wealth Management Advisor

Richard Patrick III
Address
300 Park St.
Suite 300
Birmingham, MI 48009
US
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Contact Hours
By appointment

About Richard

Serving the Birmingham area, Richard provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Richard works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Aj is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Michigan region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. Using Fifth Third’s Life360 approach to wealth management, AJ helps clients simplify their financial complexity and achieve their wealth goals as they evolve over time. Prior to moving into the Wealth Management Advisor role, AJ joined the Private Bank full time as an Associate Wealth Management Advisor in June 2017 after interning in the Private Bank for 2 summers while attending Michigan State University.
Education
Michigan State University, East Lansing, Michigan
Licenses & Professional Designations
Life Insurance null

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.

We’re here to help

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Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

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Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

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  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


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