Walton, KY Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

4

Of 1,008 advisors across 553 offices

Location

340 Richwood Road

Walton KY 41094

Advisors at this office

4

Advisors at this office

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Michael Y

Series 63, Series 65

Walton, KY

FIFTH THIRD SECURITIES, Inc.

Michael Young is a financial advisor with Fifth Third Securities, Inc. in Walton, KY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Fifth Third Bank, Rocket Mortgage, Charter Spectrum, and Ruoff Mortgage Company. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

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

Series 65, Series 63

Walton, KY

FIFTH THIRD SECURITIES, Inc.

Bryan McClatchie is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Securities, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services, offering a range of managed account programs and portfolio management options on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports various advisory and municipal advisor activities.

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

Series 63, Series 65

Walton, KY

FIFTH THIRD SECURITIES, Inc.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities and Fifth Third since 2010. 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 multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank with a municipal-advisor registration.

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

Kelly M

Series 66

Walton, KY

FIFTH THIRD SECURITIES, Inc.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business 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
View complete list of advisors at this office
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