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Stephanie Jones
Wealth Management Advisor

Stephanie Jones

Finra’s BrokerCheck
Address
38 Fountain Square Plaza Cincinnati, OH 45202 US

Contact Hours

By appointment

About Stephanie

Serving the Cincinnati 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
As a Wealth Management Advisor of the Private Bank, Stephanie works with a team of highly credentialed trained professionals to assist clients preserve their wealth, grow their assets, and give piece of mind they are working towards their goals. She will work closely with you and your CPA, attorney and other professionals to ensure communication is open and all parties work to the best solution for her client. Stephanie works with affluent families, executives, and business owners.

Prior to assuming her role at Fifth Third Private Bank, Stephanie worked in different capacities within the financial industry for 26 years. Her focus through her career has centered around working with clients of high net worth and institutional sized clients. She acted as a trusted advisor for high net worth clients. She spent several years acting as a trusted advisor to corporations to enhance retirement offerings, mitigate risk, and assist clients with retention of key employees.
Personal Background
Stephanie has a love for outdoor activities and a passion for animals. She is a fly fishing, skiing, and gardening enthusiast. She spent 20 years in Chicago returning to Cincinnati to be closer to family.
Education
Stephanie graduated from the University of Cincinnati with a BA in Accounting/ Finance.
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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