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Kevin James Savona

Fifth Third Wealth Advisors LLC

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About Kevin James Savona

Kevin Savona is a financial advisor at Fifth Third Wealth Advisors LLC, based in Cincinnati, OH. Kevin has been in the financial services industry since 1997 and has a broad range of experience in advising clients. Kevin holds several licenses, including Series 7, Series 52, Series 63 and Series 65, as well as the Certified Financial Planner designation. Kevin focuses on providing portfolio management for individuals and businesses, as well as financial planning services.

Firm Information

Kevin Savona is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Savona’s Registration & Firm History

OH

11/17/2023 - Present

Fifth Third Wealth Advisors LLC (CINCINNATI OH)

PA

07/29/2005 - 06/24/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)

PA

07/17/1998 - 06/07/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

MI

09/09/1997 - 06/23/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 11/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin James Savona.
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