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Charles Grimm
Wealth Management Advisor

Charles Grimm

Finra’s BrokerCheck
Address
600 Superior Avenue East Cleveland, OH 44114 US

Contact Hours

By appointment

About Charles

Serving the Cleveland area, Charles provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Charles works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
As a Wealth Management Advisor, Chuck serves as the primary contact for his clients. Chuck reviews each client's complete financial picture as a basis to develop customized solutions to meet their needs, which may include private banking, asset management, insurance, and financial and estate planning services. He works with other members of the Fifth Third Private Bank Wealth Management team to ensure that all efforts are coordinated and all issues are addressed.

Chuck has been in the financial services industry over 25 years serving high net worth clients and their families. Prior to joining Fifth Third Private Bank, he worked for PNC Wealth Management and Key Private Bank.

Chuck earned a bachelors degree in accounting and an MBA in finance from the State University of New York at Buffalo.

Chuck also holds a CPA (Certified Public Accountant) designation, along with a CFP® (CERTIFIED FINANCIAL PLANNER™) and PFS (Personal Financial Specialist) designations. He is also Life and Health Insurance Licensed in the state of Ohio.

Chuck is a member of the Ohio Society of CPAs and the American Institute of Certified Public Accountants.

Chuck is very active in the community and has served on the boards of Incarnate Word Academy and the Catholic Education Endowment Trust.
Education
MBA - Finance
Bachelors of Science - Accounting
Licenses & Professional Designations
  • Life Insurance
  • CFP®
  • CPA
  • PFS

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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