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Fifth Third
Wealth AdvisorsTM

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Freedom to Flourish

Your financial success is more than just a number. It’s what you need to confidently live the life you’ve envisioned—while also providing for those you love. We are focused on your financial objectives—and we’ll provide the expertise of our advisors and resources of Fifth Third to help you achieve your goals.

We'll support your financial journey with:

Investment Management Expertise

  • Disciplined portfolio construction
  • Tailored professional guidance
  • A broad array of investment products and services
  • Access to environmental, social and governance (ESG) investing
  • 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

Eric Housman
President

 Charlotte, NC

Mary Robbins

Mary Robbins
Chief Investment Strategist

 Charlotte, NC

Keith Watson

Keith Watson
Managing Director,
Administration & Operations

 Atlanta, GA

Omar Bhangia

Omar Bhangia
Managing Director
305-775-8870

 Naples, FL

Heather Borelli

Heather Borelli
Managing Director
239-821-9105

 Naples, FL

Scott Kremer

Scott Kremer
Managing Director
440-665-7803

 Naples, FL

Kurt Gwillim

Kurt Gwillim
Managing Director
815-242-0103

 Springfield, IL

Amy Segatto Perrin

Amy Segatto Perrin
Managing Director
815-242-1451

 Springfield, IL

Jennifer Johnson Rahn

Jennifer Johnson Rahn
Managing Director
815-242-1421

 Springfield, IL

Why Fifth Third Wealth Advisors?

It comes down to our three operating principles:

Two woman walking down and enjoying a laugh together

LISTEN TO LEARN.

We take the time to understand:

  • Your life, family and values
  • Your concerns
  • Your aspirations
A man sitting on a couch playing a guitar for a woman

BUILD AND PROTECT WEALTH.

Your customized investment portfolio is designed with the objective to maximize your wealth, while also seeking to protect principal through tax-sensitive strategies.

A woman, tending to her plants.

CLIENT FOCUSED, ALWAYS.

As a Registered Investment Adviser, we’re a fiduciary. We’ll seek to manage your money with your best interests in mind, providing you with personalized and professional guidance.

Wherever you are on your wealth journey, we'll support you.

Thank You

Your request has been sent to a Fifth Third Wealth Advisor and will be in contact with you presently.

Contact Us

To request a complimentary consultation or additional information, kindly complete the form. All consultations are strictly confidential.

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