Fifth Third Opens Dallas-based Fifth Third Wealth Advisors Office
May 21 2024 - 7:00AM
Business Wire
Fifth Third Bank today announced the opening of its Dallas-based
Fifth Third Wealth Advisors office. The office is the eighth
location for the Bank’s independent Registered Investment
Advisor.
In March, Fifth Third Wealth Advisors announced in less than 18
months since posting its launch, it had exceeded $1 billion in
assets under management (AUM).
“Our adviser teams have the opportunity to take advantage of our
flexible investment management platform while also providing access
to additional services such as trust powers, credit and planning
through Fifth Third Bank,” said Eric Housman, president Fifth Third
Wealth Advisors. “We believe we offer the look, feel and nimbleness
of an independent boutique backed by a top-performing regional
bank.”
Fifth Third Wealth Advisors currently has advisor teams based in
South Florida/Naples and Tampa, Florida, Central
Illinois/Springfield, New York/Westchester County,
Pennsylvania/Pittsburgh and Metro Atlanta offices. While teams are
based in these locations, advisors serve clients across the country
regardless of geographic location.
Housman says that complete back-office support and dedicated
onboarding resources provide advisors with a seamless transition.
“We give our teams more time to focus on clients and deepening
client relationships,” he added. 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.
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version on businesswire.com: https://www.businesswire.com/news/home/20240521742491/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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