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Lisa G

Series 63, Series 66

Cuyahoga Falls, OH

FIFTH THIRD SECURITIES, Inc.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. 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 and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with 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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Samuel R

CFP®, Series 66

Cuyahoga Falls, OH

FIFTH THIRD SECURITIES, Inc.

Samuel Ramirez is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to that, he was with Huntington Investment Company starting in 2014. Outside of his advisory role, Ramirez is involved in music performance and composition through his business, Samuel Ramirez Music. 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 Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with 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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Logan J

Series 65, Series 63

Cuyahoga Falls, OH

FIFTH THIRD SECURITIES, Inc.

Logan Jones is an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2021, previously working at Fifth Third Bank since 2016. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account Platform, featuring a range of portfolio management options, including mutual fund and ETF models, separately managed accounts, and direct indexing.

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