Houston, TX Riverway Drive Office

Jennifer Allison is an advisor at Fifth Third Securities, Inc. based in Houston, TX, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Comerica Bank, Ameriprise, Comerica Securities Inc., and IMG Financial Group Inc. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct-indexing options.

Isaac Rico is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fifth Third Securities, he worked in various roles including positions at Fifth Third Bank and Connectivity Source, a T-Mobile retailer. 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 tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered operational structure.

Claire Marsh is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Comerica Securities for 16 years and Ameriprise for three years. Marsh is also registered with Ameriprise Financial as a Registered Client Services Associate. FIFTH THIRD SECURITIES, Inc. serves a range of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.