Fifth Third Private Bank – Wendy Kopp
Contact Information
-
Address
Charleston, SC 29403, Charleston, SC, 29403 -
Phone
(843) 614-3122 -
Website
privatebankadvisors.53.com
Location
About Fifth Third Private Bank – Wendy Kopp
Fifth Third Private Bank - Wendy Kopp is a financial planner in Charleston, SC. Serving the Charleston area, Wendy Kopp provides personalized investment guidance designed to help clients turn financial goals into reality. As a Senior Vice President and Wealth Management Advisor, she works with high net worth and ultra-high net worth individuals, families, and businesses to deliver customized wealth management solutions.
Wendy Kopp brings over three decades of expertise and insight to her role within the private wealth management industry. Alongside a highly credentialed team, she utilizes a one-on-one approach to develop investment plans tailored to unique objectives. Her services encompass a wide range of wealth solutions, including investment management, retirement planning, estate planning, fiduciary services, and insurance options. The bank’s broader approach is rooted in over 100 years of wealth planning experience, focusing on building collaborative plans that evolve as a client's relationship with the firm progresses.
Fifth Third Private Bank - Wendy Kopp is recognized for providing thorough and well-documented professional information to those seeking financial guidance. The firm stands as a dedicated resource for clients navigating complex financial lives, from protecting current wealth to planning for future generations.
With a commitment to personalized service and sophisticated investment solutions, Wendy Kopp serves as a trusted advisor for the Charleston community.
Services:
- Estate Planning
- Fiduciary Services
- Investment Management
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