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Fifth Third Investment Team Theresa Schmitt
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Naples
5636 Tavilla Circle Naples, FL 34110 USAbout Theresa
Serving the Naples area, Theresa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Theresa works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I am from Southwest Ohio and moved to Florida in 2010. I am married with three adult children.
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.
I began my career with Fifth Third in May of 2010.
- Series 7
- Series 63
- Series 65
- 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.