Brian Weaver

About Brian Weaver

Specialties: At Fifth Third Private Bank, we simplify financial complexity for our…

Experience

1. Senior Vice President & Wealth Management Advisor

   Fifth Third Private Bank

   Jul 1994 — Present · Indianapolis, IN, US

   As a Wealth Management Advisor, I lead an experienced team of highly credentialed financial specialists to offer comprehensive and digitally enhanced wealth management solutions, including:• Foundational Wealth Planning• Broad Investment Management Solutions• Customized Lending Strategies• Trust and Fiduciary Offerings• High-Net-Worth Insurance SolutionsMy team’s primary focus is on delivering sound advice and guidance to affluent families and successful individuals, primarily Business Owners and Corporate Executives.We are committed to discovering what is most important to our clients, understanding their financial complexity and collaborating with them to build a complete wealth strategy that will ultimately help them achieve their articulated goals. This is done through our comprehensive Life360 financial planning process. After completing the planning process, clients will have a better understanding of where they are today financially, where they want to go tomorrow, and will have a clear and achievable plan of action to get there.

Education

• Indiana University - Kelley School of Business

  Bachelor of Science in Business

Skills

• Wealth Management Services
• Thought Leadership
• High Net Worth Individuals
• Tax Efficiency
• Deferred Compensation
• Business Owner Planning
• Executive Compensation Planning
• Exit Strategies
• Holistic Financial Planning
• Retirement Planning
• Succession Planning
• Investment Secured Lending
• Risk Management
• Estate Tax Planning
• Investment Management
• Private Banking