West Chester, OH Lakota Drive West Office

Team
Updated today

Client AUM

$10,669,592,784

Clients

46,299

Advisors

5

Of 1,008 advisors across 554 offices

Location

8975 Lakota Drive West

West Chester OH 45069

Advisors at this office

5

Advisors at this office

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Daryl E

Series 63, Series 66

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

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

Series 63, Series 65

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Susan Weber is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2011 and at Fifth Third Bank since 2009. Outside of her advisory role, she participates in consumer research as a product reviewer and is involved in construction consulting. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and 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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Chris P

Series 65, Series 63

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Chris Poppa is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has prior work experience with firms including Fifth Third Bank, Burcheyes, Evolution Foods, Options Medical, and Real Fitness Sarasota. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs and investment strategies on the Passageway platform and operates 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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Lisa M

Series 63, Series 66

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Lisa Miller is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, offering 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
user avatar

Zachary S

Series 66

West Chester, OH

FIFTH THIRD SECURITIES, Inc.

Zachary Steinmetz is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at Bank of America, Merrill, and Edward Jones. Fifth Third Securities, Inc. 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, supported by its affiliation with Fifth Third Bank and a combination of third-party and advisor-managed portfolios.

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