About Kristal
As Portfolio Manager, Kristal Smith assists in the development of your personal investment policy guidelines. Kristal makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Professional Experience
Kristal joined Fifth Third in 2006 serving in both Financial Analyst and Portfolio Management capacities. As a Senior Investment Advisor in the Private Bank, Kristal carries out the fiduciary investment functions of Trusts, IRA's, and Investment Accounts and develops investment policies and asset allocation strategies.
Education
Kristal graduated from Florida State University with a degree in Finance and Mathematics and received her MBA from Xavier University.
Licenses & Professional Designations
- 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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