Fifth Third Wealth Advisors ® Adds Team, Office in Charlotte, North Carolina
Fifth Third Wealth Advisors announces expansion in Charlotte, North Carolina, with the addition of a new advisor team previously managing $2 billion in client assets. The team includes Scott Bailey, Scott Cislo, and Murray Kinlaw as Managing Directors. The firm now operates in eight states with nine advisor teams, serving clients nationwide. According to independent research, Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US and projects to become a top 100 independent RIA firm by the end of 2025.
Fifth Third Wealth Advisors annuncia l'espansione a Charlotte, Carolina del Nord, con l'aggiunta di un nuovo team di consulenti che gestiva precedentemente 2 miliardi di dollari in asset per i clienti. Il team è composto da Scott Bailey, Scott Cislo e Murray Kinlaw in qualità di Managing Directors. L'azienda opera ora in otto stati con nove team di consulenti, servendo clienti in tutto il paese. Secondo ricerche indipendenti, Fifth Third Wealth Advisors si colloca tra i 500 principali RIA indipendenti negli Stati Uniti e prevede di diventare una delle prime 100 aziende RIA indipendenti entro la fine del 2025.
Fifth Third Wealth Advisors anuncia su expansión en Charlotte, Carolina del Norte, con la adición de un nuevo equipo de asesores que gestionaba anteriormente 2 mil millones de dólares en activos de clientes. El equipo incluye a Scott Bailey, Scott Cislo y Murray Kinlaw como Directores Generales. La firma ahora opera en ocho estados con nueve equipos de asesores, sirviendo a clientes en todo el país. Según investigaciones independientes, Fifth Third Wealth Advisors se clasifica entre los 500 principales RIA independientes en los EE.UU. y proyecta convertirse en una de las 100 principales firmas RIA independientes para finales de 2025.
Fifth Third Wealth Advisors는 노스캐롤라이나주 샬럿에서 20억 달러의 고객 자산을 관리하던 새로운 자문 팀을 추가하여 확장을 발표했습니다. 이 팀은 스콧 베일리, 스콧 시슬로, 머리 킨로와 같은 전무이사들로 구성되어 있습니다. 회사는 현재 8개 주에서 9개 자문 팀과 함께 운영되며, 전국의 고객에게 서비스를 제공합니다. 독립적인 연구에 따르면, Fifth Third Wealth Advisors는 미국에서 독립적인 RIA 500대 중 하나로 평가되며, 2025년 말까지 독립 RIA 100대에 진입할 것으로 예상하고 있습니다.
Fifth Third Wealth Advisors annonce son expansion à Charlotte, Caroline du Nord, avec l'ajout d'une nouvelle équipe de conseillers ayant précédemment géré 2 milliards de dollars d'actifs clients. L'équipe comprend Scott Bailey, Scott Cislo et Murray Kinlaw en tant que Directeurs Généraux. La société opère désormais dans huit états avec neuf équipes de conseillers, servant des clients à l'échelle nationale. Selon des recherches indépendantes, Fifth Third Wealth Advisors figure parmi les 500 meilleurs RIA indépendants aux États-Unis et projette de devenir l'une des 100 meilleures entreprises RIA indépendantes d'ici la fin de 2025.
Fifth Third Wealth Advisors kündigt eine Expansion in Charlotte, North Carolina, an und fügt ein neues Beraterteam hinzu, das zuvor 2 Milliarden Dollar an Kundenvermögen verwaltete. Das Team besteht aus Scott Bailey, Scott Cislo und Murray Kinlaw als Managing Directors. Das Unternehmen ist jetzt in acht Bundesstaaten mit neun Beraterteams tätig und bedient Kunden im ganzen Land. Laut unabhängiger Forschung gehört Fifth Third Wealth Advisors zu den 500 größten unabhängigen RIAs in den USA und plant, bis Ende 2025 zu einer der 100 größten unabhängigen RIA-Firmen zu werden.
- Addition of team managing $2 billion in client assets
- Geographic expansion to new market in Charlotte
- Projected growth to top 100 independent RIA firm by 2025
- Current ranking among top 500 independent RIAs in US
- None.
Insights
The addition of a
The geographic expansion into Charlotte, a major financial hub in the Southeast, coupled with the multi-state presence across eight states, demonstrates FITB's commitment to scaling their wealth management business. This expansion could help buffer against interest rate sensitivity in their core banking operations and potentially improve their overall revenue mix with more stable, fee-based income.
- Scott Bailey, Fifth Third Wealth Advisors, Managing Director
- Scott Cislo, Fifth Third Wealth Advisors, Managing Director
- Murray Kinlaw, Fifth Third Wealth Advisors, Managing Director
“We are excited to welcome this team of dedicated and trusted professionals to Fifth Third Wealth Advisors,” said Eric Housman, president of Fifth Third Wealth Advisors. “Their expertise and commitment to excellence will further enhance our ability to serve clients.”
Kinlaw and Cislo are located in the new
Fifth Third Wealth Advisors now has nine advisor teams serving clients in eight states across the country. Offices are based in
According to independent research*, Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US. Learn more about Fifth Third Wealth Advisors at FTWA.com or follow on LinkedIn.
“At FTWA, we believe we offer the look, feel, and agility of an independent boutique, supported by a top-performing regional bank,” Housman said. “We allow our teams to dedicate more time to clients and strengthen client relationships. We look forward to continuing our growth story. Based on our projections, Fifth Third Wealth Advisors is expected to be a top 100 independent RIA firm by the end of 2025."
About Fifth Third
Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. Our list of firsts is extensive, and it’s one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. Fifth Third is one of the few
Fifth Third Bank, National Association, is a federally chartered institution. Fifth Third Bancorp is the indirect parent company of Fifth Third Bank, and its common stock is traded on the NASDAQ® Global Select Market under the symbol "FITB." Investor information and press releases can be viewed at www.53.com.
Fifth Third Wealth Advisors LLC is an investment adviser registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Additional information about Fifth Third Wealth Advisors LLC is available on the SEC’s website at www.adviserinfo.sec.gov.
*Datos Insights/Fifth Third Bank SEC ADV Database Research, 2024
View source version on businesswire.com: https://www.businesswire.com/news/home/20241107297482/en/
Adrienne Gutbier (Media Relations)
adrienne.gutbier@53.com | 513-534-8038
Matt Curoe (Investor Relations)
matt.curoe@53.com | 513-534-2345
Source: Fifth Third
FAQ
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