Carolyn
Balzano
Fifth Third Wealth Advisors LLC
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About this Advisor
Carolyn Balzano is a financial advisor based in Cincinnati, Ohio, working with Fifth Third Wealth Advisors LLC. Carolyn has previously held positions at Fifth Third Bank and Fifth Third Wealth Advisors. Carolyn is registered to provide services in North Carolina, Ohio, and Texas. Currently, Carolyn is part of Fifth Third Wealth Advisors LLC, which operates out of Cincinnati, Ohio. The firm has 9 offices and 47 employees. The firm manages assets totaling $571.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fifth Third Wealth Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fifth Third Wealth Advisors LLC Brokerage Details
$571,665,625
47
389
$1,469,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carolyn Balzano Work History
Fifth Third Wealth Advisors
Fifth Third Bank
Disclosures
Please visit the SEC profile of Carolyn Balzano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fifth Third Wealth Advisors LLC
Tampa, FL
Pittsburgh, PA
Atlanta, GA
Putnam Valley, NY
Cincinnati, OH
Naples, FL
Pittsburgh, PA
Cincinnati, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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