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Fifth Third Investment Team Milan Patel
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | 9:00 AM - 12:00 PM |
| Sunday | Closed |
Cox Road
7820 Tylersville Square Dr West Chester, OH 45069 USAbout Milan
Serving the West Chester area, Milan provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Milan works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I am a native of Cincinnati, born and raised here. I married my wife in 2003 and we were blessed with our daughter in 2005. We currently live in the Liberty Township area and are involved with the Lakota schools. I enjoy my family, traveling, golfing and supporting various charities.
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 have been in the Financial Services Industry since 1993, and I am a Certified Financial Planner™.
The Ohio State University, Columbus, Ohio
University of Cincinnati, Cincinnati, Ohio
University of Cincinnati, Cincinnati, Ohio
- 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 preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want.
Learn MoreWe are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want.
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View ArticlesVisit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.
- 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.