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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.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Keith D

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Keith Dooley is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Fifth Third Securities since 2004 and with Fifth Third Bank since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, combining bank affiliation with a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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William B

ChFC®, Series 63

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate structure.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Susan H

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Susan Hacker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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