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Philip V
CFA®
Grand Rapids, MI
Fifth Third Wealth Advisors LLC
Philip Vergunst is a CFA® charterholder with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has prior experience at Mainstreet Advisors and Fifth Third Bank. Outside of his advisory role, he is an owner and partner in two real estate investment companies, Ada Companies, LLC and Beckley Farms, LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.
Michael H
Series 65
Grand Rapids, MI
Fifth Third Wealth Advisors LLC
Michael Henke is a financial advisor with Fifth Third Wealth Advisors LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.
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