Kate Logsdon CPWA®

Wealth Management Advisor

Kate Logsdon CPWA®
Address
21 East State Street
Columbus, OH 43215
US
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Contact Hours
By appointment

About Kate

As Wealth Management Advisor, Kate Logsdon CPWA® serves as your wealth management coordinator and consultant. Kate collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
Professional Experience
Kate is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Central Ohio region. Kate Logsdon has worked in the financial services industry with Fifth Third since 1989. In her role, Kate advises successful individuals and families, as their “Personal CFO”. She is responsible for hand-selecting a team of professionals to educate clients on their options related to wealth planning, investment management, trust administration, banking, and insurance services. She and her highly credentialed team work collaboratively with existing tax and legal advisors to promote a holistic and efficient delivery model. Kate is focused on creating a personalized client experience in the Private Bank, by understanding clients' personal and financial goals. Whether the intent is to help grow their assets, preserve their wealth, leave a legacy (or a combination of all), Kate is passionate about advising her clients as if they are members of her family, by having meaningful conversations that go beyond the numbers. Kate's client include business owners, corporate executives, physicians, and individuals with generational wealth.
Education
Kate graduated Phi Beta Kappa from the College of Wooster, Wooster, OH
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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Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

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.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states.

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