Fifth Third Securities

An important part of #RetirementPlanningAwarenessMonth is thinking about your health and how you will maintain coverage. Join us for our next #RetirementUniversity class: #Healthcare, #Medicare and #LongTermCare! Many of us find the process of signing up for Medicare coverage confusing. However, we also know that our choices could make a big difference in both how much we spend on #medical care during our lifetime and what options will be available to us along the way. After all, you need to have a strong sense of your personal preferences and #health concerns before you can really identify the policy types with features to best meet your needs. Together, we will help you prioritize your needs, evaluate plan options based on how well they could fit your priorities, and help identify policies that could be helpful to you. Please join our Fifth Third Preferred Banking host J Simpson, CFP®, MBA and our speaker Julia Fuentes with Vanguard on Thursday at 2:00pm EST/1:00pm CST. Register today at https://lnkd.in/e3fmR_ga (all classes virtual)

As we continue #RetirementPlanningAwarenessMonth, we’re also going to talk about something that affects all Americans: #taxes! The #OneBigBeautifulBillAct, the most significant #tax legislation since the #TaxCutsandJobsAct (TCJA) of 2017, extends key tax provisions and introduces new deductions. This class will cover these changes and provide actionable strategies for managing income, using non-grantor trusts, planning charitable contributions, and achieving income tax–efficient wealth transfers. Please join our #RetirementUniversity class with Fifth Third Securities host Rick Casey and our speaker Jake Gremza, CFP® with Franklin Templeton on Tuesday at 2:00pm EST/1:00pm CST. Register today at https://lnkd.in/e3fmR_ga (all classes virtual)

Please join us in welcoming Bob Van Erem and Jon McAdams to Fifth Third Securities as two of our newest Investment Executives in #Texas. They will be based in the City of Dallas/City of Fort Worth and the City of Austin respectively. A graduate of St. Ambrose University with a degree in Business Administration and Management, Bob has worked in the financial services sector for over 25 years in multiple financial professional roles. He will be based in the greater Dallas-Ft. Worth area. Bob helps individuals, families and business owners develop personalized investment and wealth strategies aligned with their goals. Whether planning for retirement, funding education, building wealth or navigating life’s financial transitions, Bob provides thoughtful guidance to help clients make confident, informed decisions. He and his wife Lori have two adult children and one grandchild. He enjoys playing #golf, #exercising, #running (including two half-marathons completed this year), and cheering on the University of Iowa Hawkeyes football team. Jon is a graduate of Texas A&M University and has an #MBA from the University of Houston. He too has been in the industry for over 25 years, working both in financial professional and financial leadership roles. He will be based in the greater Austin area. He and his wife have three children and when not spending time with family and friends, Jon enjoys #cooking, #traveling, #hiking, and many other outdoor activities. Together, Bob and Jon will work with our Texas leadership team including Regional Investment Manager Eric Burrows, Area Investment Manager Trent Mattingly, ChFC®, Director of Preferred Banking J Simpson, CFP®, MBA, and Licensed Preferred Team Manager Emily Bearden to help their clients with their insurance, financial, and retirement planning needs. Congratulations and welcome Bob and Jon! We’re excited to have you grow in your career with us and proud to have you on our team.   Fifth Third Bank and Fifth Third Securities are #Hiring #BetterTogether

Join our North Carolina team!   Fifth Third Securities (FTS) is hiring for an Investment Executive position based in the Triad market of #Greensboro, #HighPoint, and #WinstonSalem #NorthCarolina.   This position will work with existing and potential clients and be accountable for a full range of securities products to achieve targeted securities fee income goals within an assigned territory. Will partner with a team of licensed retail bankers to design and customize strategies and product solutions to serve the clients’ best interests. Will conduct appointments and maintain a physical presence at branch locations to identify potential clients and provide solution options that align with their financial and retirement needs, goals, and objectives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience, while operating within the Bank's ands clients’ risk appetite.   Fifth Third Securities attracts experienced financial professionals, and #rewards and #supports excellence in our positions. Partner with a firm that invests in your #knowledge and #skills and gain access to a tenured management team who will actively #coach, #mentor, and #collaborate with you.   Visit the below link to see the positions we have available and contact recruiter Gina Oreficé-Beltz at gina.beltz@53.com or hiring manager Joshua Hodge at joshua.hodge@53.com with any questions.   Fifth Third Bank and Fifth Third Securities are #Hiring www.53.com/careers Job Req: R72138

Happy #EstatePlanningAwarenessMonth! Please join us for a #RetirementUniversity class featuring Trust & Will coming up later this month! Register at: https://lnkd.in/gWhQzBBj https://lnkd.in/gteDt8eJ

Please join us in congratulating Thomas Stines on his promotion to Investment Executive with Fifth Third Securities. He will be based in the City of Knoxville #Tennessee covering the #Bearden, #Chapman, and #TurkeyCreek branches.   A graduate of Bryan College with a Bachelor’s degree in Mathematics, Tommy worked as a high school math teacher, among other jobs, before joining Fifth Third Bank in 2019. He worked as a Licensed Personal Banker and Financial Center Manager before ascending to his current role. He will now work with Regional Investment Manager Joshua Hodge, Area Investment Manager Jason Zardavets, and Preferred Relationship Manager Tony Campadonico to help his clients reach their insurance, financial, and retirement planning goals.   According to Tommy, he helps clients navigate financial planning, investment management, insurance solutions, and risk management strategies. He believes that successful financial planning begins with understanding what matters most to each client and creating a customized, goal-based strategy designed to support their long-term objectives.   A native of East Tennessee, Tommy enjoys spending time with his wife and two children. Whether it's exploring the outdoors, following sports, or making memories with family and friends, he values the experiences and relationships that help make East Tennessee such a special place to call home. Fun Facts: while in college, Tommy was both a coach and team captain of the #rugby team and spent three months in #India through an international internship program. Congratulations Tommy! We’re excited to have you grow in your career with us and proud to have you on our team.   Fifth Third Bank and Fifth Third Securities are #Hiring #BetterTogether

From our CEO Tim Spence: ~ "This year we’re celebrating the largest 25-Year Club class in the Club's nearly 70-year history and our first combined class, bringing together 194 Fifth Third Bank honorees and 94 former Comerica Bank honorees from across our footprint. Whenever I ask people what has kept them at one company for 25 years, the answer is almost always the same: the people. It’s a reminder that while strategies, technologies, and businesses evolve, relationships remain at the heart of a great company." Please join us in celebrating our Fifth Third Securities and Fifth Third Preferred Banking colleagues: - Christine DelBrocco Regional Supervisory Manager - Suzy Hacker, Licensed Investment Support Specialist - Sarah Kellard, Product Support Manager - Amy Leindecker, Licensed Investment Support Specialist - Annette Lipman, Program Support & Licensing Manager - Jeremy Schipp, Investment Executive - Richie Smith, Preferred Relationship Manager - Brian Werbrich, Investment Executive - Eric Wiegandt, Area Investment Manager - Amy Wills, Investment Executive - Jenniffer Young, Licensed Investment Support Specialist - Edward Zimmer, Investment Executive

According to the Department of Health and Human Services… 70% of older adults develop severe care needs in their lifetime, while about 45% to 48% require paid care. Please join us for our next #RetirementUniversity class: the Great Income Gap with Alecia Barnette with Financial Independence Group (FIG). Consider this scenario: After several years in retirement… your income needs skyrocket. How would you handle it? This can happen when #longtermcare becomes necessary. However, long-term care is an #income issue, not an #asset issue. We’ll cover strategies for closing the great income gap and the role of #lifeinsurance and #annuities in long-term care. Remember #Medicare does not cover long-term care. Please join our Fifth Third Preferred Banking host Cassie Hansley and our speaker Alecia Barnette with Financial Independence Group (FIG) TODAY at 3:00pm EST/2:00pm CST. Register today at https://lnkd.in/e3fmR_ga (all classes virtual)

We are nothing without our clients and customers. They are at the center of everything we do and we never stop working to make their experiences better. Thank you Forbes for recognizing our commitment. Fifth Third Bank Fifth Third Preferred Banking #53better https://lnkd.in/p/g6_GUV6w

October is #CybersecurityAwarenessMonth! Please join us for our next #RetirementUniversity class: Cybersecurity with former Federal Bureau of Investigation (FBI) agent Gary R. with Fidelity Investments. Practicing #cybersafety can go a long way in protecting your identity and sensitive personal information. #Cybersecurity is about risk reduction, and while it is difficult to achieve perfect security, you can work to make yourself less of a target of hackers and fraudsters. We’ll share specific steps to prevent identity theft and practices to prevent #fraud and personal information from being compromised. Staying safe from #cyberfraud, #emailhijacking, and #accounttakeovers means being #cybervigilant. Please join our Fifth Third Securities host Rick Casey and our speaker Gary R. with Fidelity Investments TODAY at 2:00pm EST/1:00pm CST. Register today at https://lnkd.in/e3fmR_ga (all classes virtual)