Alec Thornton Email & Phone Number

Ohio

Ohio, Indiana, Pennsylvania, Kentucky

Successful Wealth Structuring and Insurance Specialist covering approximately 900 Merrill Lynch advisors in a 4 state area. Focus is on uncovering insurance solutions relating to estate, tax and business planning for high net worth and ultra high net worth clients. With a Goals Based Wealth Management focus, I work closely with advisors to deepen relationships with their high net worth individual clients and business owners. This is accomplished by uncovering the client’s short term and long term goals and providing solutions and options to meet goals, working with outside advisors as a team. In addition to deepening relationships, this process uncovers additional assets to manage with current clients and positioning the advisor to be the family and business advisor to future generations.

The mission of Fifth Third Private Bank is to simplify financial complexity for our affluent clients by challenging and collaborating with them to articulate and achieve their goals.

Consulted with approximately 30 financial consultants in Ohio and Indiana. Goal was to increase insurance revenue in territory. Trained consultants on profiling, illustrating and presenting life, disability and long term care insurance solutions to individuals and businesses within the footprint. Conducted sales calls and presented insurance concepts as a territory specialist on behalf of financial consultants.

-Assisted with management of the firm; -Focus on estate, business and tax planning for individuals and businesses; -Individual Planning: Wills, Trusts, Powers-of-Attorney, Elder Law, Long Term Care, Asset Protection. Charitable Planning, Insurance Planning, Estate Liquidity Planning, Gifting Strategies-Business Planning: Buy-sell, cross-purchase and redemption arrangements; Key person planning; Deferred non-qualified compensation arrangements and funding; life insurance and disability insurance planning; Farm Use Valuation; Succession Planning.-Individual, Corporation, Partnership, Trust and Estate income tax return preparation;-Preparation of Gift and Estate Tax returns, including Special Use Valuation

J.D., Emphasis: Taxation

Activities and Societies: Moot Court. Law Review.

Ba, Business And Accounting

Activities and Societies: Accounting major. Football captain. Track and Field. ATO Fraternity.