Wealth Management Advisor
Address111 Lyon Street Northwest Grand Rapids, MI 49503 US
Contact HoursBy appointment
Laura Lee serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Laura acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
Laura has more than 35 years of experience in the Wealth Management industry. This includes over 25 years as a Trust Advisor and leader for Fifth Third Private Bank in our Southern Indiana and West Michigan affiliates. Her past experience includes establishing a consulting firm based in Dallas, TX, trust advisory for another well-respected financial institution based in Chicago, and Chief Operating Officer for a regional bank in Indiana.
Laura earned her BA in Economics and Management from DePauw University in Greencastle, Indiana and an MBA in Finance from University of Chicago Booth School of Business. Laura has also earned the Certified Private Wealth Advisor® designation.
Licenses & Professional Designations
- Life Insurance
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