Gerardo Garcia

Wealth Management Advisor- II

Gerardo Garcia
Address
17 Cowboys Way
Frisco, TX 75034
US
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Contact Hours
By appointment

About Gerardo

Professional Experience

Gerardo Garcia is a Wealth Management Advisor with Fifth Third Private Bank. Gerardo 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, providing advice and solutions focused on wealth planning, banking services, custom credit solutions, investment management, trust and estate planning, and tax strategies. Gerardo brings more than 20 years of financial services experience, including roles as a Private Client Advisor with Bank of America Private Bank, Private Client Manager with Iberia Bank, Private Banking Client Manager with UMB Bank, and Small Business Banker with Bank of America. Drawing on his extensive experience serving affluent and business clients, Gerardo works collaboratively to help clients navigate complex financial decisions and pursue their long-term goals with confidence while advancing Fifth Third's commitment to being the One Bank people most value and trust.

Education

Gerardo earned a degree in International Business from Wichita State University, providing a strong foundation for advising clients on a wide range of banking, wealth management, and financial planning needs.

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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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.

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  • Offer No Bank Guarantee

  • May Lose Value

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  • Are Not A Deposit


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