Wendy Kopp

Wealth Management Advisor 

Wendy Kopp
Address
1080 Morrison Dr
Suite 101
Charleston, SC 29403
US
Get Directions
Contact Hours
By appointment

About Wendy

Serving the Charleston area, Wendy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Wendy works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Wendy is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. Wendy is a seasoned executive in the Private Wealth Management industry, bringing over three decades of expertise and insight to Fifth Third Private Bank and her clients. As a trusted advisor, Wendy helps clients navigate all aspects of their financial lives, protecting their wealth, endowing their lifestyle, and fulfilling their most important goals—from today through retirement and for future generations.
Education
Canisius University Bachelor of Science - Dual Major in Management and Marketing

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.

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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.

*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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