Advisors at this firm
George R
Series 63, Series 65
Dayton, OH
FIFTH THIRD SECURITIES, Inc.
George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.
Melva A
Series 63, Series 65, Series 66
Daytona Beach, FL
FIFTH THIRD SECURITIES, Inc.
Melva Austin is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Ormond Beach, FL, holding Series 63, Series 65, and Series 66 credentials and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options including advisor-directed models, separately managed accounts, and a unified program that integrates third-party portfolio managers and strategist portfolios, supported by a platform featuring direct indexing and tax-overlay services.
James M
Series 63, Series 65
Sarasota, FL
FIFTH THIRD SECURITIES, Inc.
James Mullins is a financial advisor at Fifth Third Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with one year of industry experience. He has been with Fifth Third Securities since 2024 and has worked at Fifth Third Bank since 2016. Prior to his finance career, he worked at St. Leonard Elementary School from 2012 to 2016. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with a large bank affiliation, providing clients access to multiple discretionary managed-account programs and specialized features such as direct indexing and a tax-overlay service.
Dan R
Series 63, Series 65, Series 66
Strongsville, OH
FIFTH THIRD SECURITIES, Inc.
Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.
Joseph L
Series 63, Series 65
Cary, NC
FIFTH THIRD SECURITIES, Inc.
Joseph Lucente is a financial advisor with Fifth Third Securities, Inc. in Cary, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work history includes roles at Fifth Third Bank and SunTrust Bank, as well as a six-year period at Chipotle Mexican Grill. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs and features including direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.
John D
Series 63, Series 66
Estero, FL
FIFTH THIRD SECURITIES, Inc.
John Desantis is a financial advisor with Fifth Third Securities, Inc. in Estero, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he is involved with Uptown Express Productions, a singing group based in Naples, FL. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.
Laura T
Series 63, Series 66
Cincinnati, OH
FIFTH THIRD SECURITIES, Inc.
Laura Tidd is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.
Saverio G
Series 63, Series 65
Milford, OH
FIFTH THIRD SECURITIES, Inc.
Saverio Grippa is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2015 and Fifth Third Bank since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.
Thomas S
Series 63, Series 65
Knoxville, TN
FIFTH THIRD SECURITIES, Inc.
Thomas Stines is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2019 and Fifth Third Bank since 2017. Prior to his current roles, he worked at The Bed Store and Maryville Christian School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Michael P
Series 63, Series 65
Bradenton, FL
FIFTH THIRD SECURITIES, Inc.
Michael Palmer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at several financial institutions, including Fifth Third Bank, GTE Credit Union, Regions Bank, PNC Bank, Bank of America, and the State of Michigan. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and bank affiliation.
Manuel M
Series 66
Shorewood, IL
FIFTH THIRD SECURITIES, Inc.
Manuel Macias is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and served in the U.S. Army Reserves for twelve years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.
Matthew M
Series 63, Series 66
Brunswick, OH
FIFTH THIRD SECURITIES, Inc.
Matthew Mowchan is a financial advisor with Fifth Third Securities, Inc. in Brooklyn, Ohio, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.
Valarie K
Series 63, Series 65
Centerville, OH
FIFTH THIRD SECURITIES, Inc.
Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.
Autumn W
Series 66
Louisville, KY
FIFTH THIRD SECURITIES, Inc.
Autumn Wood is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked at Fifth Third Bank and Fifth Third Securities since 2019. Prior to her career in finance, she was employed at Norton Hospital and several local organizations. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and comprehensive supervisory processes.
Heather K
Series 63, Series 65
Traverse City, MI
FIFTH THIRD SECURITIES, Inc.
Heather Kilbourne is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, she worked at Wedbush Securities Inc. for eight years. Outside of her advisory role, she is a co-owner of Blueprint Investments LLC, a real estate and auto business. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated supervisory and review processes.