Fifth Third Wealth Advisors®
It’s time to reimagine personalized wealth management.
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Our difference is time.
At Fifth Third Wealth Advisors, we’re not trying to be the biggest. Just the best for the clients who choose us. We believe time spent well is what sets us apart. And that’s why we’re building something that lasts.
One family, one plan, one relationship at a time.
We'll support your financial journey with:
Investment Management Expertise
- Tailored professional guidance
- A broad array of investment products and services
- Active and passive strategies across asset classes
- Disciplined portfolio construction
- Consistent and clear reporting of performance
Access to Fifth Third Bank Services
- Custom Credit and Mortgage Solutions
- Trust, Estate and Fiduciary Services
- Risk Management
- Full-service Banking Support
Robust Resources and Capabilities
- Customized strategic and tactical asset allocations
- Individual fixed income and equity instruments
- Alternative investment strategies
- Diversification and risk management for concentrated investments
Advice and Planning
- Capital preservation and growth financial strategies
- Cash flow and retirement
- Tax efficiencies
- Risk management
- Wealth transfer
- Business succession
Meet Our Team
Eric Housman
President
Charlotte, NC
Charlotte, NC
Darren Earnhardt
Chief Operating Officer
Charlotte, NC
Chris Osmond
CFA, CAIA, CFP
Chief Investment Officer
Charlotte, NC
Dave Olson
Managing Director
Practice Management
Huntsville, AL
Keith Watson
Managing Director,
Administration & Operations
Atlanta, GA
Suzanne Taylor
Chief Compliance Officer
Cincinnati, OH
Carolyn Balzano, CFP®, CTFA
Sr. Admin and Operations Manager
Nate Weidner
Sr. Admin and Operations Manager
Sarah Haubold
Admin and Operations
Andrew Dilz
Director, Investment Solutions
Sheri Pugliese
Director, Go-To-Market Strategy
Chris Richards
Sr. Talent Sourcing Consultant
Kelli Hill
Managing Director, Wealth Strategy
Why Fifth Third Wealth Advisors?
It comes down to our three operating principles:
More Time to Care
We treat you like family, advocating as fiduciaries with humility and respect.
More Time to Customize
You don’t fit into a model. We build one around you. Your advisor team designs strategies aimed to fit your needs, not the other way around.
More Time to Connect
Our platform prioritizes advisor independence, so your team can focus fully on you. Enduring client relationships come first.
Wherever you are on your wealth journey, we'll be right by your side.
Contact Us
To request a complimentary consultation or additional information, kindly complete the form. All consultations are strictly confidential.
Thank you
Your request has been sent to a Fifth Third Wealth Advisor and will be in contact with you presently.