Fifth Third Private Bank - Kimberly Lawrence
Why pick this one
They offer over 25 years of experience in wealth management and have a Certified Financial Planner on staff.
Best for
- high net-worth individuals seeking wealth management
- client-focused investment solutions
Look elsewhere if
- individuals seeking low-cost financial services
- needs outside the wealth management scope
Specialties
- wealth management
- investment management
- estate planning
Certifications
- Certified Financial Planner
What makes them different
- Senior Vice President and Wealth Management Advisor
- collaborates with a dedicated team of specialists
- focus on high net-worth clients
- experience in cash flow management and lending
- Years in business
- 25
- Serves
- Cornelius, Charlotte, Greensboro, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 20301 W Catawba Ave, Cornelius, NC 28031
- Phone
- 7048085185
- Website
- https://privatebankadvisors.53.com/nc/cornelius...
- kimberly.lawrence@53.com
Services
- wealth management advisory
- financial planning
- insurance options