Dayton, OH West Whipp Rd Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

3

Of 1,008 advisors across 554 offices

Location

39 West Whipp Rd

Dayton OH 45459

Advisors at this office

3

Advisors at this office

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George R

Series 63, Series 65

Dayton, OH

FIFTH THIRD SECURITIES, Inc.

George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. 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 a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.

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

Series 63, Series 65

Dayton, OH

FIFTH THIRD SECURITIES, Inc.

Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

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

Series 66

Dayton, OH

FIFTH THIRD SECURITIES, Inc.

Sean Pierce is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. based in Dayton, Ohio, with 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked for Edward Jones from 2016 to 2024. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, employing various portfolio management strategies and tools such as tax-loss harvesting and direct indexing.

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