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Breanne R. Bovara, MBA, CPWA®
Wealth Management Advisor

Breanne R. Bovara, MBA, CPWA®

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

Contact Hours

By appointment

About Breanne

Serving the Cincinnati area, Breanne provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Breanne works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Breanne (Romeo) Bovara serves as a Wealth Management Advisor for Fifth Third Private Bank. In her role, Bre advises successful individuals and families, as their “Personal CFO”. She is responsible for hand-selecting a team of professionals to educate clients on their options related to wealth planning, investment management, trust administration, banking, and insurance services. She and the team work collaboratively with existing tax & legal advisors to promote a holistic and efficient delivery model.

Bre is focused on creating a personalized client experience in the Private Bank, by understanding their personal and financial goals. Whether the intent is to help grow their assets, preserve their wealth, leave a legacy (or a combination of all), Bre is passionate about advising her clients as if they are members of her family, by having meaningful conversations that go beyond the numbers.

Prior to joining Fifth Third, Bre worked in public accounting at a Cincinnati firm, where she gained experience in tax and audit preparation.
Personal Background
Bre is actively engaged in The Karen Wellington Foundation for Living with Breast Cancer, where she chaired the 2019 Annual Gala and currently serves as Committee Chair to the KWF Emerging Leader Committee. Bre is a graduate of the Cincinnati Regional Chamber’s C-Change Leadership Development Program, class of 2019.
Education
Bre obtained her Certified Private Wealth Advisor® designation through the Executive Education program at University of Chicago Booth School of Business. The Certified Private Wealth Advisor® program is an advanced credential created specifically for wealth managers working with high-net-worth clients. Developed by the Investments & Wealth Institute®, the CPWA® program focuses on the life cycle of wealth—accumulation, preservation, and distribution. CPWA® certified professionals are able to identify and analyze unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Bre received her Bachelor’s Degree in Business Administration with a major in Accounting and her MBA from Youngstown State University.

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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