Dallas, TX Office
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Fifth Third Wealth Advisors LLC
Multi-team
Firm-wide stats for Fifth Third Wealth Advisors LLC
About
Fifth Third Wealth Advisors LLC is a registered investment adviser that manages approximately $7.8 billion in discretionary assets for individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, donor‑advised funds, charitable organizations, governmental entities and other institutional clients. The firm provides discretionary portfolio management, separately managed accounts, third‑party model implementation and overlay management, financial planning, performance reporting and access to alternative investments and derivatives.
FTWA typically implements household‑level Investment Policy Statements (six stated objectives from Conservative to Aggressive), conducts at least annual IPS reviews, and uses a mix of in‑house oversight, third‑party managers and third‑party model providers to construct and rebalance client portfolios. The firm leverages the bank’s Investment Management Group for capital market assumptions, diligence and security selection, and discloses that model providers may recommend proprietary funds that FTWA evaluates as part of its overlay and implementation process.
The firm’s ownership by Fifth Third Bank and its integration with affiliated entities is a distinguishing feature: FTWA shares personnel, technology and referral arrangements with bank affiliates, may use the Bank as custodian or trustee for some clients, and discloses potential conflicts and supervisory practices related to those relationships (including oversight of dual employees). FTWA also notes several enterprise‑level practices that set it apart from many peers, such as limited ERISA Section 3(38) investment manager engagements for retirement plans and operation of closed Pine Crest private funds.
Based on Fifth Third Wealth Advisors LLC
Expertise
Based on Fifth Third Wealth Advisors LLC
Location
8333 Douglas Avenue
Dallas TX 75225
Advisors at this office
3
Advisors at this office
Ryan B
CFA®, Series 66
Dallas, TX
Fifth Third Wealth Advisors LLC
Ryan Bierds is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2024. His prior experience includes roles at Comerica Bank, Suntrust Advisory Services, Bb&T Asset Management, and Merrill. Outside of advising, he is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for capital market insights and operational support.
Jeffrey K
CFA®
Dallas, TX
Fifth Third Wealth Advisors LLC
Jeffrey Kerstine is a CFA® charterholder and financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He previously worked at Truist Advisory Services and BB&T Wealth. He serves as Chair of the JFS Foundation, overseeing the Board of Trustees and managing investment portfolios to support mental health and social services for the Jewish Family Service Agency. 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 employs a range of portfolio management strategies, leveraging both internal and third-party resources, and integrates closely with its parent company, Fifth Third Bank.
Marcus W
CFP®, ChFC®, Series 63, Series 65
Dallas, TX
Fifth Third Wealth Advisors LLC
Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. 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 using a combination of in-house and third-party strategies.
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