About John
Serving the Cincinnati area, John provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, John works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
John is a Wealth Management Advisor for Fifth Third Private Bank in the Southern Ohio region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. He joined Fifth Third Private Bank in 2020. As a Wealth Management Advisor, John advises successful individuals and families as their Personal CFO.
John is focused on creating a personalized client experience in the Private Bank, by understanding their personal and financial goals. With a background in financial planning, John is passionate about working alongside his clients as they navigate life decisions, both big and small.
John is focused on creating a personalized client experience in the Private Bank, by understanding their personal and financial goals. With a background in financial planning, John is passionate about working alongside his clients as they navigate life decisions, both big and small.
Education
John graduated from the University of Cincinnati with a bachelor's degree in Finance and Marketing.
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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