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Wealth Management Advisor III UL
Address38 Fountain Square Plaza Cincinnati, OH 45202 US
Contact HoursBy appointment
Serving the Cincinnati area, Brian provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Brian works closely with you to develop an investment plan that works for your unique objectives.
Brian joined the Fifth Third Private Bank in 2003. He has 12 years of portfolio management and wealth management experience, working with high net worth families, professionals and business owners to create and execute customized financial solutions.
Brian graduated from the United States Air Force Academy with a Bachelor of Science degree and later earned an M.B.A. in Finance.
Licenses & Professional Designations
- Series 7
- Series 66
- Life Insurance
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.Learn More