Charlottle, NC Office

Anders Wesley is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fifth Third Wealth Advisors, he was involved with Kings Routine LLC and Marci LLC, among other roles. He has experience outside of finance including work with Larsen's Bakery and the Phinney Neighborhood Association. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm offers a range of services such as discretionary portfolio management, financial planning, and access to alternative investments, and integrates resources from its parent company, Fifth Third Bank, in its investment processes.

Carolyn Balzano is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2021. She previously worked at Fifth Third Bank from 2014 to 2021. Fifth Third Wealth Advisors LLC is a multi-team registered investment adviser managing approximately $7.8 billion in discretionary assets for a range of clients, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm provides portfolio management, financial planning, and access to alternative investments, leveraging both in-house resources and third-party managers within an integrated framework affiliated with Fifth Third Bank.

Eric Housman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2020. He previously worked at Fifth Third Securities, Inc. and Fifth Third, accumulating over two decades of experience within the Fifth Third organization. Outside of his advisory role, he is an owner and landlord of a rental property in North Myrtle Beach, SC. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both affiliated and third-party managers.

Andrew Dilz is a financial advisor at Fifth Third Wealth Advisors LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. He has worked at Fifth Third Wealth Advisors since 2021 and was previously employed at Fifth Third Bank from 2015 to 2021. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

Christopher Osmond is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2025. His prior experience includes roles at Centura Wealth Advisory, DLP Capital, and Prime Capital Investment Advisors. Outside of his advisory work, he is involved in rental property management in Denver, CO, and St. Augustine, FL. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a broad client base, including individuals, trusts, pension plans, and institutional clients. The firm utilizes household-level Investment Policy Statements and a combination of in-house oversight and third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for research and operational support.