About Paul
Serving the Columbus area, Paul provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Paul works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Paul is Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Ohio region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.
Paul has more than a decade of experience as a wealth advisor and joined Fifth Third Private Bank in March of 2024. His focus is on developing financial strategies for high-net-worth individuals and their families, trusts, retirement plans, charitable organizations, and businesses. His mission is to manage his clients’ wealth so that they may spend their time doing what they truly enjoy.
Paul has more than a decade of experience as a wealth advisor and joined Fifth Third Private Bank in March of 2024. His focus is on developing financial strategies for high-net-worth individuals and their families, trusts, retirement plans, charitable organizations, and businesses. His mission is to manage his clients’ wealth so that they may spend their time doing what they truly enjoy.
Education
Paul is a graduate of The Ohio State University’s Fisher College of Business, where he completed his Bachelor of Science in Business Administration with a concentration in Finance, Real Estate and Urban Analysis. He is an Accredited Wealth Management Advisor (AWMA ®) designee through the College for Financial Planning.
Licenses & Professional Designations
- AWMA
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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