Fifth Third Bank has announced the launch of an independent registered investment advisor, Fifth Third Wealth Advisors.
Springfield is one of four areas nationwide that is part of the initial launch, in addition to Naples, Florida; Metro Atlanta and Northern California. Fifth Third Wealth Advisors “seeks to add advisors across the country with books of business that exceed $1 billion,” according to a company press release.
The Springfield office at 2041 W. Iles, Suite A, includes Amy Segatto Perrin, Jennifer Johnson Rahn and Kurt Gwillim. All three most recently worked for U.S. Bank’s Springfield location and have more than 30 years of experience in financial services.
“Fifth Third Wealth Advisors offers advisors the freedom to operate entrepreneurially and independently,” said Kristine Garrett, group regional president and head of wealth and asset management, Fifth Third Bank. “Advisors remain at the center of their client relationships while drawing on the depth and breadth of resources of Fifth Third Bank.”
“We offer what we consider to be a new hybrid model,” said Eric Housman, president of Fifth Third Wealth Advisors. “Our advisor 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. … We believe we offer the look, feel and nimbleness of an independent boutique backed by a top-performing regional bank.”
