Cincinnati, OH 6101 Glenway Ave Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 555 offices

Location

6101 Glenway Ave

Cincinnati OH 45211

Advisors at this office

2

Advisors at this office

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Alisha M

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

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

Series 63, Series 65

Cincinnati, OH

FIFTH THIRD SECURITIES, Inc.

Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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