About Olufemi (Femi)
Serving the Charlotte area, Olufemi (Femi) provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Olufemi (Femi) works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Femi serves as a Wealth Management Advisor for Fifth Third Private Bank in North Carolina. In his role, Femi works with business owners, corporate executives, professionals, and affluent families to reach their financial goals. He specializes in providing advise during wealth transition, asset sustainability and planning for life stage transitions. He and his local team work collaboratively with existing tax & legal advisors to promote a holistic and efficient delivery model.
Femi started his career at Fifth Third Private Bank in 2015 in the Investment Advisors Leadership Program assisting clients with financial planning. After the Leadership Program, he refined his lending skills as a Private Banker.
Femi started his career at Fifth Third Private Bank in 2015 in the Investment Advisors Leadership Program assisting clients with financial planning. After the Leadership Program, he refined his lending skills as a Private Banker.
Education
Femi was offered a full-scholarship as a member of the football team at Elon University, where he earned his Bachelor’s of Science in Business Administration, with majors in Marketing and Management, graduating in 2012. He pursued graduate school, immediately after, and obtained his MBA in Business Management in 2015. Most recently in 2021, he became a Certified Financial Planner (CFP®).
Licenses & Professional Designations
- Life Insurance
- CFP®
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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