Return to Nav
Sam Pate
Wealth Management Advisor 

Sam Pate

Finra’s BrokerCheck
9280 Montgomery Rd Suite 300B Cincinnati, OH 45242 US

Contact Hours

By appointment

About Sam

Serving the Cincinnati area, Sam provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Sam works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Sam joined Fifth Third Private Bank in 2017. He serves as a Wealth Management Advisor for successful families, business owners and corporate executives. For each family, Sam serves as their personal CFO and coordinates a team of credentialed specialists to deliver holistic wealth management services that include, investment management, private banking, risk management, trust administration and philanthropic services.
Sam graduated from The Ohio State University with a bachelors of science degree.
Licenses & Professional Designations
  • 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

We're here to help