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Raymond H

CFA®, Series 63

Tarrytown, NY

Fifth Third Wealth Advisors LLC

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. 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, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing 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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Denise M

Series 65

Tarrytown, NY

Fifth Third Wealth Advisors LLC

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. 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 governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and 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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Dylan T

CFP®, Series 66, Series 65

Tarrytown, NY

Fifth Third Wealth Advisors LLC

Dylan Tuttle is a CFP® with eight years of industry experience, currently advising at Fifth Third Wealth Advisors LLC. His prior roles include positions at BNY Mellon, UBS Financial Services, Bank of America, and Merrill. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension plans, charitable organizations, and institutional clients with a range of portfolio management and financial planning services. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers, leveraging its affiliation with Fifth Third Bank for integrated investment and custodial services.

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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Luis F

CFP®

Tarrytown, NY

Fifth Third Wealth Advisors LLC

Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and 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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Deborah D

Series 65

Tarrytown, NY

Fifth Third Wealth Advisors LLC

Deborah Dulaney is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 33 years. She serves as a trustee of the Hudson Highlands Nature Museum, a nonprofit focused on nature-based education. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm uses a structured investment approach with household-level Investment Policy Statements and integrates resources from its parent company, Fifth Third Bank.

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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