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Trenton Whalen
Wealth Management Advisor

Trenton Whalen

Finra’s BrokerCheck
201 North Tryon Streetsuite 10 Charlotte, NC 28202 US

Contact Hours

By appointment

About Trenton

Trenton Whalen, a Fifth Third Private Banker, helps manage your day-to-day banking needs while also providing deposit and lending guidance. Trenton works with team members throughout our various services departments to ensure all of your financial needs are addressed.
Professional Experience
I began serving clients in Financial Services in 2005. I came to Fifth Third Bank in 2009 and have been serving clients in both Business Banking, Mass Affluent, and High Net Worth segments for over 5 years.
The University of North Carolina Belk, College of Business, Bachelor of Science in Business Administration with a concentration in Finance
The University of North Carolina Charlotte, College of Arts and Sciences, Bachelor of Arts in Criminal Justice
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.
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