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Joe Lucas
Vice President - Wealth Management Advisor at Fifth Third Private Bank
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Work Experience
Vice President - Wealth Management Advisor
Mar 2024 - Present · 10 months
Vice President - Wealth Advisor - Huntington Private Bank
May 2018 - Mar 2024 · 5 years and 10 months
Vice President / Wealth Management - Client Advisor
Feb 2013 - May 2018 · 5 years and 3 months
Company Details
1001-5000 Employees
Fifth Third Private Bank has over 100 years of experience in wealth management. We help our clients reach their financial goals through personalized wealth planning, banking, insurance, investments, and trust and estate services. As a bank within a bank, we are able to leverage the resources of a top financial institution to deliver a premium level of service to our clients. We invite you to contact us today to find out more about wealth planning at Fifth Third Private Bank. Disclosure: Deposit and credit products provided by Fifth Third Bank, National Association. Member FDIC. Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities.  Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/www.finra.org & SIPC/www.sipc.org, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC)/www.sec.gov. Registration does not imply a certain level of skill or training. Investments, investment services and insurance: Are Not FDIC Insured Offer No Bank Guarantee May Lose Value Are Not Insured by any Federal Government Agency Are Not a Deposit Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
3500 W Centre Ave, Portage, MI 49024
Keywords
Retirement PlanningEstate and Trust ServicesCharitable Giving PlanningInvestment and Portfolio ManagementDepositLendingMortgageand Credit BankingInsurance SolutionsFamily Wealth Planning
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