Fifth Third Wealth Advisors Expands to Charlotte with New Advisory Team Managing $2 Billion in Assets

CINCINNATI, OH – Big News from Fifth Third Wealth Advisors!

Exciting developments are unfolding as Fifth Third Wealth Advisors, a prominent name in the investment advisory world, spreads its wings in the vibrant city of Charlotte, North Carolina. As of November 7, 2024, this firm is ready to take on new challenges with the addition of a talented advisory team that previously managed a whopping $2 billion in client assets at their old firm!

Welcoming New Faces!

The firm’s president, Eric Housman, couldn’t hide his enthusiasm as he welcomed this dedicated team of professionals. He mentioned, “We are excited to welcome this team of dedicated and trusted professionals to Fifth Third Wealth Advisors. Their expertise and commitment to excellence will further enhance our ability to serve clients.” Sounds like a dream team ready to make a splash in the financial scene!

With members like Kinlaw and Cislo now based in the brand new Charlotte office, alongside Bailey who is situated in St. Louis, Missouri, Fifth Third Wealth Advisors is gearing up for remarkable growth. With a total of nine advisory teams spread across eight states, it seems they are putting down some solid roots in the financial landscape.

Impressive Reach!

For those who might think you need to be in a specific location to receive top-notch financial advice, think again! Fifth Third’s advisors are helping clients all over the country, proving that great financial guidance can reach you no matter where you are located.

The firm’s offices can be found in sunny spots like Naples and Tampa, Florida, as well as in cities like Springfield, Illinois, Westchester, New York, Pittsburgh, Pennsylvania, Dallas, Texas, and Atlanta, Georgia. That’s quite a powerful presence!

Success Metrics

According to independent research, Fifth Third Wealth Advisors has made its mark and is now ranked among the top 500 independent Registered Investment Advisors (RIAs) in the United States. Not too shabby, right? If you want to learn more about what they offer, you can check out their website at FTWA.com or follow them on LinkedIn.

Housman shared a little more insight into the firm’s philosophy: “At FTWA, we believe we offer the look, feel, and agility of an independent boutique, supported by a top-performing regional bank. We allow our teams to dedicate more time to clients and strengthen client relationships.” This focus on personalized service is a big deal when it comes to managing your hard-earned money.

The Future Looks Bright!

What’s even more exciting? Fifth Third Wealth Advisors is setting its sights high. With projections suggesting that they could rank among the top 100 independent RIA firms by the end of 2025, it looks like they’re just getting started in their growth story! It’s certainly a great time to be part of their journey.

A Bit About Fifth Third Bank

For those who might be a bit unfamiliar, Fifth Third Bank has been around since 1858, and they’ve built a solid reputation for innovation and community service. They pride themselves on helping individuals, families, businesses, and communities thrive with smart financial services.

Being recognized among Ethisphere’s World’s Most Ethical Companies for several years is something they take quite seriously. They are dedicated to building trust and delivering value to customers, employees, and the communities in which they operate.

Their commitment to ethical financial practices makes them a bank that many people can rely on as a trusted partner in their financial journey.

So, whether you’re in Charlotte, St. Louis, or anywhere else in the USA, it seems like there’s never been a better time to consider what Fifth Third Wealth Advisors can do for your financial future!