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Nicole G
Series 63, Series 65
Simpsonville, SC
FIFTH THIRD SECURITIES, Inc.
Nicole Grellman is a financial advisor with Fifth Third Securities, Inc. in Simpsonville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.
Jennifer B
Series 63, Series 66
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Jennifer Bassett is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Comerica Securities, Inc. Bassett serves on the board of a band at Notre Dame Prep in Pontiac, MI. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.
Alexander A
CFP®, Series 63, Series 66
Carmel, IN
FIFTH THIRD SECURITIES, Inc.
Alexander Adams is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Indianapolis, IN, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including 22 years with FIFTH THIRD SECURITIES and FIFTH THIRD BANK. FIFTH THIRD SECURITIES provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.
Matthew S
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Matthew Strife is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked for The O.N. Equity Sales Company for 16 years before joining Fifth Third Securities and Fifth Third Bank in 2022. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.
Elida Z
Series 63, Series 65
Armada, MI
FIFTH THIRD SECURITIES, Inc.
Elida Zeneli is a financial advisor with Fifth Third Securities, Inc. in Armada, Michigan, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Merrill Lynch/Bank of America, alongside ongoing involvement in a family business, G&L Cleaning Services. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through advisory and brokerage services, offering various managed account programs via the Passageway platform and affiliated third-party managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and combines investment advisory, brokerage, and municipal advisory activities.
Lamont T
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Lamont Taylor is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank, as well as experience outside finance in the hospitality and entertainment sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Bradley R
Series 63, Series 65
Muskegon, MI
FIFTH THIRD SECURITIES, Inc.
Bradley Recknagel is a financial advisor with Fifth Third Securities, Inc. in Muskegon, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Fifth Third Bank since 2018 and prior experience at Bank of America and Merrill Lynch. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm’s platform features multiple discretionary managed-account options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.
Kyle W
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.
Kimberly M
Series 66
Burr Ridge, IL
FIFTH THIRD SECURITIES, Inc.
Kimberly Mitchell is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise, Waddell and Reed, and as a self-employed advisor prior to joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and integrates municipal-advisor registration with its affiliation to Fifth Third Bank.
Abby A
Series 63, Series 65
West Chester, OH
FIFTH THIRD SECURITIES, Inc.
Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.
Jared C
Series 66
Nashville, TN
FIFTH THIRD SECURITIES, Inc.
Jared Cason is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Kevin R
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kevin Richard is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working concurrently at Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.
Angela H
Series 65, Series 63
Holland, MI
FIFTH THIRD SECURITIES, Inc.
Angela Holmes is a financial advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has one year of experience at Fifth Third Securities, with prior experience at Fifth Third Bank and other financial institutions. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, SMA strategies, and direct indexing options, supported by a large team of advisors and affiliated entities.
Richard S
Series 63, Series 65
Springboro, OH
FIFTH THIRD SECURITIES, Inc.
Richard Smith is a financial advisor with Fifth Third Securities, Inc. in Franklin, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2000. Outside of his advisory role, he is an ordained minister at the Church of God in Anderson, Indiana. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, including high-net-worth clients, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.
Elizabeth S
Series 66, Series 63
Akron, OH
FIFTH THIRD SECURITIES, Inc.
Elizabeth Sharp is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds the Series 63 and Series 66 licenses and has 15 years of industry experience. Her work history is primarily with Fifth Third Securities and Fifth Third Bank. Outside of her advisory role, she owns and operates two small businesses, Depot No. 19, a seasonal baking venture, and Sharp's Cleaning Company, a residential and commercial cleaning service. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual fund and ETF models, separately managed accounts, and tax-overlay services.
Alex C
Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
Jacob C
Series 66
Fostoria, OH
FIFTH THIRD SECURITIES, Inc.
Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
Nan M
CFP®, Series 66
Florence, KY
FIFTH THIRD SECURITIES, Inc.
Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.
Blake S
Series 65, Series 63
Grandville, MI
FIFTH THIRD SECURITIES, Inc.
Blake Snyder is an investment advisor at Fifth Third Securities, Inc. based in Grandville, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at Fifth Third Bank and Family Fare. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating third-party portfolio managers and strategies such as SMA, tax-overlay services, and direct indexing.
Jeremy R
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at J.P. Morgan Securities, Merrill, and Fidelity Brokerage Service. Outside of financial services, he was involved with Ramsey Custom Outfitters, LLC and Jrock Supplements over several years. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, covering strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.
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