Fifth Third Wealth Advisors® Adds Team, Office in Winston-Salem, North Carolina
18 Novembro 2024 - 10:00AM
Business Wire
Fifth Third Wealth Advisors®, a multi-custodial registered
investment advisory firm, is pleased to announce its newest team
and office in Winton-Salem, North Carolina. The following advisors
joined the organization having managed $1.8 billion in client
assets at their previous firm:
- Jonathan Cochrane, Fifth Third Wealth Advisors, Managing
Director
- Spencer Huggins, Fifth Third Wealth Advisors, Managing
Director
- Shannon Shelton, Fifth Third Wealth Advisors, Relationship
Manager
“It’s my pleasure to welcome this team of committed and proven
professionals to Fifth Third Wealth Advisors,” said Eric Housman,
president of Fifth Third Wealth Advisors. “With more than 55 years
of collective experience, their expertise and unwavering dedication
will further elevate our capacity to serve clients.”
Earlier this month, Fifth Third Wealth Advisors announced the
opening of a new office and team based in Charlotte, North
Carolina.
Fifth Third Wealth Advisors now has ten advisor teams serving
clients in seven states across the country. Offices are based in
Naples and Tampa, Florida; Atlanta, Georgia; Springfield, Illinois;
Westchester, New York, Charlotte and Winston-Salem, North Carolina;
Pittsburgh, Pennsylvania and Dallas, Texas. While teams are
currently based in these locations, advisors serve clients across
the country regardless of geographic location.
According to independent research*, Fifth Third Wealth Advisors
ranks among the top 500 independent RIAs in the US. Learn more
about Fifth Third Wealth Advisors at FTWA.com or follow on
LinkedIn.
About Fifth Third
Fifth Third is a bank that’s as long on innovation as it is on
history. Since 1858, we’ve been helping individuals, families,
businesses and communities grow through smart financial services
that improve lives. Our list of firsts is extensive, and it’s one
that continues to expand as we explore the intersection of
tech-driven innovation, dedicated people and focused community
impact. Fifth Third is one of the few U.S.-based banks to have been
named among Ethisphere’s World’s Most Ethical Companies® for
several years. With a commitment to taking care of our customers,
employees, communities and shareholders, our goal is not only to be
the nation’s highest performing regional bank, but to be the bank
people most value and trust.
Fifth Third Bank, National Association, is a federally chartered
institution. Fifth Third Bancorp is the indirect parent company of
Fifth Third Bank, and its common stock is traded on the NASDAQ®
Global Select Market under the symbol "FITB." Investor information
and press releases can be viewed at www.53.com.
Fifth Third Wealth Advisors LLC is an investment adviser
registered with the Securities and Exchange Commission (SEC) under
the Investment Advisers Act of 1940. Registration as an investment
adviser does not imply any level of skill or training. Additional
information about Fifth Third Wealth Advisors LLC is available on
the SEC’s website at www.adviserinfo.sec.gov.
*Datos Insights/Fifth Third Bank SEC ADV Database Research,
2024
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version on businesswire.com: https://www.businesswire.com/news/home/20241118270883/en/
Adrienne Gutbier (Media Relations) adrienne.gutbier@53.com |
513-534-8038 Matt Curoe (Investor Relations) matt.curoe@53.com |
513-534-2345
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