Sam Pate

Wealth Management Advisor 

Sam Pate
Address
9280 Montgomery Rd
Suite 300, Building 2B
Cincinnati, OH 45242
US
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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 is an Assistant Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Southern Ohio region. Sam joined Fifth Third Private Bank in 2017. He and his highly credentialed team are dedicated to serving 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.
Education
Sam graduated from The Ohio State University with a bachelors of science degree.
Licenses & Professional Designations
Life Insurance null

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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Our Wealth Solutions for Your Personal Finances

Wealth Management
Investment Management
Investing & Retirement
Estate Planning
Fiduciary Services
Insurance Options

We’re here to help

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Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

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  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


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