Oakwood, OH Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

4

Of 1,008 advisors across 554 offices

Location

2601 Far Hills Ave

Oakwood OH 45419

Advisors at this office

4

Advisors at this office

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Melissa W

Series 66

Oakwood, OH

FIFTH THIRD SECURITIES, Inc.

Melissa Wilson is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account options and access to specialized investment strategies.

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

Series 63, Series 65

Oakwood, OH

FIFTH THIRD SECURITIES, Inc.

Benjamin Miller is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2013 and Fifth Third Bank since 2012. 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 an optional 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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Gary C

CFP®, Series 66

Oakwood, OH

FIFTH THIRD SECURITIES, Inc.

Gary Countryman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. in Dayton, OH. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. Outside of his advisory work, he serves as a church pastor at Liberation Church of the Nazarene in Springboro, OH. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, 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
user avatar

Matthew M

Series 63, Series 65

Oakwood, OH

FIFTH THIRD SECURITIES, Inc.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

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