Fifth Third Wealth Advisors, a multi-custodial registered investment advisory firm, announced the expansion of its presence in Charlotte, North Carolina. And the following advisor team joined Fifth Third Wealth Advisors having managed $2 billion in client assets at their previous firm:
— Scott Bailey, Fifth Third Wealth Advisors, Managing Director
— Scott Cislo, Fifth Third Wealth Advisors, Managing Director
— Murray Kinlaw, Fifth Third Wealth Advisors, Managing Director
Kinlaw and Cislo are located in the new Charlotte office, while Bailey is located in St. Louis, Missouri.
Fifth Third Wealth Advisors now has nine advisor teams serving clients in eight states across the country. And offices are based in Naples and Tampa, Florida; Springfield, Illinois; Westchester, New York; Pittsburgh, Pennsylvania; Dallas, Texas and Atlanta, Georgia. Even though the teams are currently based in these locations, the advisors serve clients across the country regardless of geographic location.
KEY QUOTES:
“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.”
“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. We look forward to continuing our growth story. Based on our projections, Fifth Third Wealth Advisors is expected to be a top 100 independent RIA firm by the end of 2025.”
— Eric Housman, president of Fifth Third Wealth Advisors