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Steven Cross

Fifth Third Private Bank Steven Cross

Wealth Management Advisor

By appointment

About Steven

Serving the Petoskey area, Steven provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Steven works closely with you to develop an investment plan that works for your unique objectives.
Steve joined Fifth Third Private Bank in 2015 as a Senior Trust Officer now serving as a Wealth Management Advisor where he helps affluent clients and business owners simplify their financial complexities by providing solutions in the areas of wealth planning, investment management, estate planning/settlement, trust services and risk management. Steve began his career as a private practice attorney specializing in Estate Planning and Real Estate law.
Personal Background
Steve grew up in Petoskey and, after spending many years away being educated on economics, law, and life, he returned home and made Petoskey his permanent home with his wife and their four children. Passionate about promoting positive community, Steve serves on many local boards including the Manna Food Project, McLaren Northern Michigan Hospital Foundation, and the Rotary Club of Petoskey. In his free time, Steve loves to listen to and create music. He also is passionate about spending time outdoors and teaching his children to share the love of everything "Up North."
The Thomas M. Cooley School of Law, Lansing, Michigan
Northern Michigan University, Marquette, Michigan
  • Series 7
  • Series 66
  • Life Insurance
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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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