Megan Fultz

Fifth Third Private Bank, a division of Fifth Third Bank National Association, has provided comprehensive financial services to families for over a century, specializing in goal-based planning through their Life360 process which offers a holistic view of clients' financial situations. The institution emphasizes the importance of personalized investment strategies, wealth management, and resources tailored to individual and commercial needs across a variety of sectors.

As a member of both FINRA and SIPC, Fifth Third Securities, a wholly owned subsidiary, facilitates investment advisory services, ensuring clients receive informed guidance while navigating the complexities of asset management. While promoting a diversified portfolio approach, the bank maintains a commitment to transparency, advising clients to consult with tax and legal professionals regarding their financial decisions.

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