About Stephanie
Serving the Akron area, Stephanie provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Stephanie works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Stephanie is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Northern Ohio region. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. Together they serve as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Stephanie started her professional career more than 24 years ago as a private practice attorney. Her legal career was specialized in the areas of trust and estate planning, probate avoidance, special needs planning, charitable giving strategies, business succession planning, and asset protection. Her extensive wealth planning experience and ability to communicate complex planning strategies in an easy-to-understand manner, created the perfect pathway for Stephanie to transition to the wealth management industry in 2013. Prior to joining Fifth Third Private Bank, Stephanie most recently served as senior wealth strategist at Huntington Private Bank where she developed customized wealth plans and provided proactive counsel to ultra-high net worth clients regarding wealth accumulation and asset protection, wealth transfer and legacy planning, and business succession strategies.
Stephanie started her professional career more than 24 years ago as a private practice attorney. Her legal career was specialized in the areas of trust and estate planning, probate avoidance, special needs planning, charitable giving strategies, business succession planning, and asset protection. Her extensive wealth planning experience and ability to communicate complex planning strategies in an easy-to-understand manner, created the perfect pathway for Stephanie to transition to the wealth management industry in 2013. Prior to joining Fifth Third Private Bank, Stephanie most recently served as senior wealth strategist at Huntington Private Bank where she developed customized wealth plans and provided proactive counsel to ultra-high net worth clients regarding wealth accumulation and asset protection, wealth transfer and legacy planning, and business succession strategies.
Education
University of Akron/Akron, Ohio/B.A./1997/Cum Laude
University of Akron School of Law/Akron, Ohio/J.D./2000/Cum Laude.
University of Akron School of Law/Akron, Ohio/J.D./2000/Cum Laude.
Licenses & Professional Designations
- CEPA®
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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