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Fifth Third Investment Team Chad Loson
Investment Executive
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Summerlin
2724 Del Prado Boulevard South Cape Coral, FL 33904 USAbout Chad
Serving the Cape Coral area, Chad provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Chad works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
My family has spent more than 20 years living in the Cape Coral/Fort Myers area and we enjoy life in Southwest Florida. When I'm not helping my clients, I enjoy spending time with my wife and daughters, boating and working outdoors. A long-time hobby of mine is restoring classic and antique automobiles.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
Before joining Fifth Third in 2009, I began my career with a large Financial Services firm in South Florida. Our team includes a Licensed Investment Support Specialist and Preferred Relationship Managers to assist our clients with all aspects of their financial life.
University of Miami, Miami, Florida
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.