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Andrew S
Series 65, Series 63
Portage, MI
FIFTH THIRD SECURITIES, Inc.
Andrew Schutz is a financial advisor with Fifth Third Securities, Inc. in Portage, MI. He holds Series 65 and Series 63 licenses and has four years of industry experience. His career includes roles at Fifth Third Securities since 2021, Fifth Third Bank since 2019, and Avis Budget Group from 2016 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.
Patricia E
Series 63, Series 66
Fort Myers, FL
FIFTH THIRD SECURITIES, Inc.
Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. 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 combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Lukas M
Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Lukas Manger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Superior Credit Union, and the Brianne Marshall Allstate Agency. He has experience in financial institution duties and non-variable insurance. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program with various investment strategies including SMA and direct indexing.
Amy G
Series 66
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Amy Grissom is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with two years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank from 2017 to 2023 and held earlier roles at Bostons and Applebees. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.
Michael F
Series 66
Florence, KY
FIFTH THIRD SECURITIES, Inc.
Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.
Leo H
Series 66, Series 65, Series 63
Waxhaw, NC
FIFTH THIRD SECURITIES, Inc.
Leo Harrington Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Waxhaw, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2013, totaling 13 years at the firm. FIFTH THIRD SECURITIES, Inc. serves individual, institutional, and business clients through both investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account platform, accommodating a range of investment strategies including mutual funds, ETFs, SMAs, and direct indexing.
Shannon A
Series 63, Series 66
Gahanna, OH
FIFTH THIRD SECURITIES, Inc.
Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
Keith D
CFP®, Series 63, Series 65
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Keith Douglas is a CFP® with 30 years of experience in the financial services industry. He has worked with Fifth Third Securities, Inc. since 2008 and previously held positions at Natcity Investments, Inc. and Morgan Stanley DW Inc. in Cincinnati, OH. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform featuring multiple investment strategies and portfolio manager options.
Kortnie J
Series 66, Series 63
Florence, KY
FIFTH THIRD SECURITIES, Inc.
Kortnie James is a financial advisor at FIFTH THIRD SECURITIES, Inc. with three years of industry experience. She holds the Series 66 and Series 63 designations and has been affiliated with Fifth Third institutions since 2016. 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, employing a range of strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.
Matthew W
Series 63, Series 66
Pinellas Park, FL
FIFTH THIRD SECURITIES, Inc.
Matthew Wilder is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fifth Third Securities since 2009 and with the broader Fifth Third organization since 2007. 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 a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and multiple platform providers.
Paul T
Series 63, Series 66
Northville, MI
FIFTH THIRD SECURITIES, Inc.
Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.
Gerald G
CFP®, Series 63, Series 65
Mount Prospect, IL
FIFTH THIRD SECURITIES, Inc.
Gerald Gilbertson is a CFP® with 38 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2010. He holds Series 63 and Series 65 licenses and is based in Mount Prospect, IL. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, 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.
Andrea B
Series 63, Series 65
West Chester, OH
FIFTH THIRD SECURITIES, Inc.
Andrea Bourquein is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2011. Outside of her financial career, she is involved in competitive barrel racing and horse training. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.
Christopher S
Series 63, Series 66
Rockford, IL
FIFTH THIRD SECURITIES, Inc.
Christopher Stoecklin is a financial advisor with Fifth Third Securities, Inc. in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide various managed-account programs and features such as direct indexing and tax-overlay services.
Adrienne R
Series 63, Series 65
Batavia, OH
FIFTH THIRD SECURITIES, Inc.
Adrienne Reinert is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. She holds Series 63 and Series 65 licenses and has three years of industry experience. Adrienne has been with Fifth Third Securities since 2022 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.
William M
Series 63, Series 65
Oak Brook, IL
FIFTH THIRD SECURITIES, Inc.
William Mc Carty IV is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Bank and Fifth Third Securities since 2023, following prior roles at Charles Schwab and First Trust Portfolios. Outside of his advisory work, he engages in personal item sales on eBay and Facebook Marketplace. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and operates as a wholly owned subsidiary of Fifth Third Bank, combining bank affiliation with a broker-dealer and SEC-registered investment adviser structure.
David B
Series 66
Tampa, FL
FIFTH THIRD SECURITIES, Inc.
David Burkhardt is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Fifth Third Securities, Inc. in Tampa, FL, and has previously worked in various roles across industries including hospitality and automotive consulting. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to select strategies aligned with their risk profiles, and operates as a wholly owned subsidiary of Fifth Third Bank.
Dana O
Series 63, Series 66
Houston, TX
FIFTH THIRD SECURITIES, Inc.
Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.
Grant B
Series 66
Effingham, IL
FIFTH THIRD SECURITIES, Inc.
Grant Bushue is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Effingham, IL. He holds a Series 66 designation and has 15 years of industry experience, having been with Fifth Third Securities since 2010. Outside of his advisory role, he is involved in technology consulting and real estate management through co-ownership and partnership in local businesses. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.
Rebecca M
Series 63, Series 65
Edgewood, KY
FIFTH THIRD SECURITIES, Inc.
Rebecca Dinn is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and at Fifth Third Bank since 2017. Outside of her advisory role, she operates a part-time dog sitting business in Florence, Kentucky. 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 options and combines bank affiliation with municipal-advisor registration.
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