About Daniel
Serving the Columbus area, Daniel provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Daniel works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Daniel is a 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. Together they serve as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Education
"Indiana University East, Richmond, IN - B.S. in Business Administration w/ Minors in Economics & Entrepreneurship
Anderson University, Anderson, IN - Master of Business Administration (M.B.A)"
Anderson University, Anderson, IN - Master of Business Administration (M.B.A)"
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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