Sewickly, PA Office

Team
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Fifth Third Wealth Advisors LLC logo

Fifth Third Wealth Advisors LLC

Multi-team

Firm-wide stats for Fifth Third Wealth Advisors LLC

Total advisors

65

Across 19 offices

Clients per advisor

22 Very Low

Avg AUM per client

$2,333,146 Very High

HNW client ratio

40% High

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

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Based on Fifth Third Wealth Advisors LLC

Occupation focus

Retired Founder/Business Owner Executive

Based on Fifth Third Wealth Advisors LLC

Location

1603 Carmody Court, S301

Sewickly PA 15143

Advisors at this office

9

Advisors at this office

user avatar

Patrick M

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Laura V

Series 66, Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Laura Vassamillet is a financial advisor with Fifth Third Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing three years of industry experience. She previously worked for BNY Mellon Wealth Management for 18 years and Natcity Investments, Inc. for one year. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, offering portfolio management, financial planning, and access to alternative investments through a structured investment process that includes household-level investment policy statements and third-party model implementation.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Alexander P

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Brandon S

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Brandon Sharp is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2023, he worked at Bank of New York Mellon, N.A. for eight years. Fifth Third Wealth Advisors LLC provides 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 commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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George E

CFA®

Sewickley, PA

Fifth Third Wealth Advisors LLC

George Emanuele Jr. is a CFA® charterholder with two years of experience in the financial industry. He has worked at Fifth Third Wealth Advisors LLC since 2024 and previously spent 17 years at BNY Mellon. He has also taught Finance 301 as an adjunct professor during the summer at Pennsylvania State University Behrend. Fifth Third Wealth Advisors LLC provides 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.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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James L

CFP®, Series 63, Series 65

Sewickely, PA

Fifth Third Wealth Advisors LLC

James Lamperski is a CFP® professional with two years of experience at Fifth Third Wealth Advisors LLC and 15 years previously at BNY Mellon Wealth Management. He is president and co-owner of Lamperski Enterprises, Inc., which operates a franchised Super Wash car wash. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors, utilizing customized strategic asset allocation frameworks and a mix of in-house and third-party management resources.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kevin S

CFP®, Series 63, Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Kevin Savona is a CFP® with five years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2023. Prior to this, he worked at BNY Mellon for 15 years. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly uses third-party managers alongside affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jamie D

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Jamie Drennen is a Series 65 licensed financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. Prior to joining Fifth Third Wealth Advisors, Jamie worked at Strassburger McKenna Gutnick & Gefsky and held various roles including positions at ADEX/Crown Castle, Cafardi Ferguson Wyrick Weis & Gabriel, and Schneider Downs. Jamie’s background also includes legal experience gained while attending law school full-time from 2015 to 2018. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a mix of in-house oversight and third-party managers to implement household-level Investment Policy Statements.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Justin B

CFP®

Sewickley, PA

Fifth Third Wealth Advisors LLC

Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. Fifth Third Wealth Advisors LLC provides 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 other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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