OF NOTE

A wealth network

for women, by women

powered by Fifth Third Private Bank


the “of note” why

Women are the new face of wealth. By 2030 an unprecedented amount of assets will shift into the hands of US women, representing a value of $30 trillion managed by women by the end of the decade.  Shifting demographics indicate that women will lead most family financial decisions- however, women rank lower in financial self-confidence, feeling vulnerable and ill-prepared.  


Of Note aims to empower women to take control of their financial wellness and manage their wealth with confidence.

 
 

What TO expect

 

MEET YOUR TEAM

KELLY SOLLER, Senior Vice President | Managing DirectorKelly Soller is Senior Vice President and Team Lead at Fifth Third Private Bank has over 30 years of experience in the financial services industry.  Kelly is committed to serving the needs of women through building a unique, personalized approach to women’s financial services.

KELLY SOLLER, Senior Vice President | Managing Director

Kelly Soller is Senior Vice President and Team Lead at Fifth Third Private Bank has over 30 years of experience in the financial services industry.  Kelly is committed to serving the needs of women through building a unique, personalized approach to women’s financial services.

BREANNE R. BOVARA, MBA, CPWA® Vice President | Wealth Management Advisor Breanne (Romeo) Bovara serves as a Wealth Management Advisor for Fifth Third Private Bank. In her role, Bre advises successful individuals and families, as their “Personal…

BREANNE R. BOVARA, MBA, CPWA® Vice President | Wealth Management Advisor 

Breanne (Romeo) Bovara serves as a Wealth Management Advisor for Fifth Third Private Bank. In her role, Bre advises successful individuals and families, as their “Personal CFO”. She is responsible for hand-selecting a team of professionals to educate clients on their options related to wealth planning, investment management, trust administration, banking, and insurance services. She and the team work collaboratively with existing tax & legal advisors to promote a holistic and efficient delivery model.

WINNING

solutions

Comprehensive Wealth PlanningRetirement and Income PlanningEstate and Gift Tax PlanningEquity Compensation PlanningBusiness Succession StrategiesIntergenerational Wealth Transfer

Comprehensive Wealth Planning

Retirement and Income Planning

Estate and Gift Tax Planning

Equity Compensation Planning

Business Succession Strategies

Intergenerational Wealth Transfer

Private Bank Banking Products and Relationship RatesFifth Third Private Bank Checking or Fifth Third Platinum Capital Account®Fifth Third Private Bank Savings AccountFifth Third Private Bank World Elite MasterCard®Fifth Third Identity Alert® Service…

Private Bank Banking Products and Relationship Rates

Fifth Third Private Bank Checking or Fifth Third Platinum Capital Account®

Fifth Third Private Bank Savings Account

Fifth Third Private Bank World Elite MasterCard®

Fifth Third Identity Alert® Services

Cash Management Services

Tailored Mortgages

Customized Lending Strategies

Trust and Estate PlanningTrust AdministrationEstate Settlement AdministrationPhilanthropic/Charitable Giving StrategiesFamily Foundation Development and Administration

Trust and Estate Planning

Trust Administration

Estate Settlement Administration

Philanthropic/Charitable Giving Strategies

Family Foundation Development and Administration

Investment ManagementDisciplined Portfolio ConstructionUnbiased Advice with Open ArchitectureEquity Risk Management Solutions for Concentrated AssetsAlternative Investment StrategiesIndividual Fixed Income and Equity InstrumentsTax-Efficient Investm…

Investment Management

Disciplined Portfolio Construction

Unbiased Advice with Open Architecture

Equity Risk Management Solutions for Concentrated Assets

Alternative Investment Strategies

Individual Fixed Income and Equity Instruments

Tax-Efficient Investments

Insurance BenefitsPersonal and Business Life, Long-Term-Care and Disability Insurance optionsWealth Transfer and Replacement StrategiesProperty and Casualty Insurance OptionsAdditional Insurance Options for RentersEnhanced Coverage Options for Artwo…

Insurance Benefits

Personal and Business Life, Long-Term-Care and Disability Insurance options

Wealth Transfer and Replacement Strategies

Property and Casualty Insurance Options

Additional Insurance Options for Renters

Enhanced Coverage Options for Artwork, Jewelry, Aviation, Etc.

Education PlanningTax-Advantaged Savings ProgramsLoan Guidance Timeline Support

Education Planning

Tax-Advantaged Savings Programs

Loan Guidance

Timeline Support

Resources

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financial planning

Whether you’re just getting started or you’re a high-net-worth individual or family Fifth Third Bank can give you the guidance you need.

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COVID-19 Resources

Now, more than ever, we’re here to ensure you get the support you need. Whether you or a loved one have been impacted by COVID-19 personally or professionally, we’ll do our best to help support your financial future.

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finances 101

With Fifth Third Private Bank, you have access to a comprehensive set of tools for building your wealth. But it's our Women’s Team of Private Bank Advisors who help make those financial tools work for you.

 
Fifth Third Private Bank is a division of Fifth Third Bank, National Association offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

Fifth Third Private Bank is a division of Fifth Third Bank, National Association offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

Join us for "Secrets of Successful Women" event, powered by Fifth Third Private Bank. This event features top female leaders in the Greater Cincinnati region ready to share the secrets to their success in their careers, finances and personal lives.

ESTEEMED PANELISTS

 

PAARAS PARKER

Head of HR at Kroger Technology & Digital, 84.51˚ and Alternative Profit

Lee Stautberg

Partner at Dinsmore & Shohl LLP

Deana Taylor

Vice President, Human Resources at 3CDC

Moira Weir

President/CEO at United Way of Greater Cincinnati


ABOUT OF NOTE

This event commemorates the launch of Of Note, a wealth network for women powered by Fifth Third Private Bank. Women are the new face of wealth. By 2030 an unprecedented amount of assets will shift into the hands of US women, representing a value of $30 trillion managed by women by the end of the decade. Shifting demographics indicate that women will lead most family financial decisions. Of Note aims to empower women to take control of their financial wellness and manage their wealth with confidence.

Banking made simple,

banking made

for you

Whatever your needs, Fifth Third Bank’s programs are focused on your success- 166.7%. Learn more about the Fifth Third difference.

 

FIFTH THIRD BANK

College, weddings, new homes—life is full of exciting (and expensive) things. To better focus on the fun and not on the finances, it’s a good idea to have a plan.

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FIFTH THIRD PRIVATE BANK

If you’re a high-net-worth or ultra high-net-worth individual or family, the private wealth management services at Fifth Third Private Bank can give you the guidance you need. Meet with a dedicated, local advisor, backed by a team of financial professionals and digital solutions and get one step closer to growing your wealth.

Fifth Third private bank Office

38 Fountain Square Plaza

30th Floor

Cincinnati, OH 45202

 
 

Contact Us

Have questions? Our team would love to hear from you.

Complete the form and we’ll be in touch!


 
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thank you for attending

"Secrets of Successful Women". This event commemorates the launch of Of Note, a wealth network for women powered by Fifth Third Private Bank. Women are the new face of wealth. By 2030 an unprecedented amount of assets will shift into the hands of US women, representing a value of $30 trillion managed by women by the end of the decade. Shifting demographics indicate that women will lead most family financial decisions. Of Note aims to empower women to take control of their financial wellness and manage their wealth with confidence.

Your local wellness box includes products from women-owned businesses: