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Michael Serra
Wealth Management Advisor 

Michael Serra

Finra’s BrokerCheck
111 Lyon Street Northwest Grand Rapids, MI 49503 US

Contact Hours

By appointment

About 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
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.
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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