Fifth Third Wealth Advisors, a multi-custodial registered investment advisory firm, revealed its newest team and office in Winton-Salem, North Carolina. The following advisors joined the organization, having managed $1.8 billion in client assets at their previous firm:
— Jonathan Cochrane, Fifth Third Wealth Advisors, Managing Director
— Spencer Huggins, Fifth Third Wealth Advisors, Managing Director
— Shannon Shelton, Fifth Third Wealth Advisors, Relationship Manager
Earlier this month, Fifth Third Wealth Advisors also announced opening a new office and team based in Charlotte, North Carolina. Fifth Third Wealth Advisors has ten advisor teams serving clients in seven states nationwide.
The offices are based in Naples and Tampa, Florida; Atlanta, Georgia; Springfield, Illinois; Westchester, New York; Charlotte and Winston-Salem, North Carolina; Pittsburgh, Pennsylvania; and Dallas, Texas. While teams are currently based in these locations, advisors serve clients nationwide regardless of location.
Back in September, Fifth Third Wealth Advisors had announced surpassing $2 billion in assets under management (AUM) – which was less than six months after announcing it had reached the $1 billion AUM mark. Based on projections, Fifth Third Wealth Advisors is expected to be a top 100 independent RIA firm by the end of 2025
KEY QUOTE:
“It’s my pleasure to welcome this team of committed and proven professionals to Fifth Third Wealth Advisors. With more than 55 years of collective experience, their expertise and unwavering dedication will further elevate our capacity to serve clients.”
- Eric Housman, president of Fifth Third Wealth Advisors
