Laura Lee

Wealth Management Advisor

Laura Lee
Address
111 Lyon Street Northwest
Grand Rapids, MI 49503
US
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Contact Hours
By appointment

About Laura

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.
Professional Experience
Laura is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Michigan region. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. 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.
Education
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 Certified Trust and Fiduciary Advisor,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.

We’re here to help

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.

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).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • 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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