Winston Salem, NC 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
380 Knollwood Street
Winston Salem NC 27103
Advisors at this office
3
Advisors at this office
Jonathan C
Series 63, Series 65
Winston-Salem, NC
Fifth Third Wealth Advisors LLC
Jonathan Cochrane is a financial advisor at Fifth Third Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and BB&T Investments. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and other institutional clients. The firm offers discretionary portfolio management, separately managed accounts, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources alongside its affiliation with Fifth Third Bank.
Shannon S
Series 63, Series 65
Winston-Salem, NC
Fifth Third Wealth Advisors LLC
Shannon Shelton is a financial advisor with Fifth Third Wealth Advisors LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Shelton worked at Truist Advisory Services and BB&T/Truist, accumulating over a decade in financial services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house oversight and third-party managers within a framework integrated with Fifth Third Bank.
Spencer H
CFP®
Winston-Salem, NC
Fifth Third Wealth Advisors LLC
Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.
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