Greenville, SC Augusta Street Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

2

Of 1,008 advisors across 554 offices

Location

1 Augusta Street, Suite 301

Greenville SC 29601

Advisors at this office

2

Advisors at this office

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Matthew O

Series 63, Series 65

Greenville, SC

FIFTH THIRD SECURITIES, Inc.

Matthew Oconnor is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2023, following a 17-year tenure at Valic Financial Advisors and a year at Agia. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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

Series 66

Greenville, SC

FIFTH THIRD SECURITIES, Inc.

Tara Rammel is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she works as a food delivery driver and occasionally serves as an event DJ in Inman, South Carolina. 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 distinctive features such as direct indexing and tax-overlay services, 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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