Wealth Management Advisor
Michael Serra
Address
111 Lyon Street Northwest Grand Rapids, MI 49503 USContact Hours
By appointmentAbout Michael
Serving the Grand Rapids area, Michael provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Michael works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Mike 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. With over 30 years of experience delivering wealth management and financial service solutions, Mike is extremely committed to helping his clients meet their goals. Focused on meeting the needs of business owners and their families, Mike develops and leads relationship teams to achieve their financial, philanthropic and business-related goals.
The scope of Mike’s expertise and experience includes investment, estate, philanthropic and business succession planning. His emphasis on charitable gift planning helps individuals and families create gifts that perpetuate their values and establish lasting legacies.
Taking a comprehensive and collaborative approach, Mike works closely with you, your Fifth Third Private Bank team and your legal and tax advisors. Creating valuable solutions includes implementation and ongoing management as well as the succession and continuity provided by a strong corporate fiduciary.
The scope of Mike’s expertise and experience includes investment, estate, philanthropic and business succession planning. His emphasis on charitable gift planning helps individuals and families create gifts that perpetuate their values and establish lasting legacies.
Taking a comprehensive and collaborative approach, Mike works closely with you, your Fifth Third Private Bank team and your legal and tax advisors. Creating valuable solutions includes implementation and ongoing management as well as the succession and continuity provided by a strong corporate fiduciary.
Education
BBA – Management and Economics, Adrian College, Adrian Michigan
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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