Costa, Bert CFP

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

Fifth Third Private Bank, with over 100 years of wealth planning experience, specializes in providing sophisticated investment solutions tailored to the unique needs of high-net-worth and ultra-high-net-worth individuals, families, and businesses. Their dedicated team approach ensures that each client receives personalized investment guidance and customized wealth management solutions to help achieve their financial goals. Jennifer Desmond, a Vice President and Wealth Management Advisor at Fifth Third Private Bank in Jacksonville, Florida, brings over 20 years of experience in Private Wealth Management. She collaborates closely with clients and a team of specialists to develop investment plans that align with individual objectives, ensuring a comprehensive approach to managing wealth. Generated from the website

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)