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Sarah H

Series 65

Springfield, IL

Fifth Third Wealth Advisors LLC

Sarah Haubold is a financial advisor at Fifth Third Wealth Advisors LLC with Series 65 credentials and over 16 years of industry experience. She previously worked at U.S. Bank NA from 2006 to 2022 before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Amy P

Series 65, Series 63

Springfield, IL

Fifth Third Wealth Advisors LLC

Amy Perrin is a financial advisor with Fifth Third Wealth Advisors LLC in Springfield, IL. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2022, she worked at US Bank for eight years. Outside of her advisory role, she has an ownership interest in a family-owned working farm producing corn and soybeans. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a combination of in-house oversight and third-party managers within an integrated bank-affiliated structure.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kurt G

Series 63, Series 65

Springfield, IL

Fifth Third Wealth Advisors LLC

Kurt Gwillim is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank NA for 15 years. 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 plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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