Kimberly Lawrence

Wealth Management Advisor

Kimberly Lawrence
Address
20301 West Catawba Avenue
Cornelius, NC 28031
US
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Contact Hours
By appointment

About Kimberly

As Wealth Management Advisor, Kimberly Lawrence serves as your wealth management coordinator and consultant. Kimberly collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
Professional Experience
Kimberly is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in North Carolina. She has over 25 years of experience in financial services and is a Certified Financial Planner. Prior to her current role as a Wealth Management Advisor, Kimberly spent 12 years as a Private Banker assisting clients with a wide range of banking, cash flow management and lending needs. Kimberly's expertise is assisting high net-worth clients manage and sustain their wealth to achieve their personal and financial goals throughout their life and for future generations. Her areas of focus include wealth transition, asset sustainability and planning for life stage transitions.
Education
Kimberly graduated Magna Cum Laude from Florida State University, Tallahassee, Florida.
Licenses & Professional Designations
Life Insurance Certified Financial Planner

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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Our Wealth Solutions for Your Personal Finances

Wealth Management
Investment Management
Investing & Retirement
Estate Planning
Fiduciary Services
Insurance Options

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  • May Lose Value

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  • Are Not A Deposit


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