Rebecca Juhant, Cfp® Email and Phone Number
Rebecca Juhant, Cfp® work email
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Rebecca Juhant, Cfp® personal email
Rebecca Juhant, Cfp® phone numbers
Throughout my career my focus and my passion has been on being a trusted advisor, confidant, eager listener, mediator, and problem solver. These traits that were instilled in me at an early age enables me to build and cultivate those long enduring and meaningful relationships with others. Not only has that passion guided me in my professional life but also my personal life. Whether I am working with an entrepreneur/business owner to serving and working with several nonprofit organizations, I strive to add value and make all aspects of whatever I touch better.From an early age my mother taught me that planning is the foundation to assist and guide us in most of our decisions in life. That mantra has served me well throughout both my personal and professional career. Professionally that can be seen through cases such as assisting the business owner as to their next chapter of their life from their next exciting venture or their retirement. It also can be seen in assisting families on how to best transition their wealth to the next generation. Assisting individuals and their families as to what that future looks like and how various pieces of that puzzle fit together provides a sense of understanding and comfort as to what the future holds. I am an Employee of Fifth Third Private Bank. The statements or opinions expressed on this site are my own and do not necessarily represent those of Fifth Third.
Fifth Third Private Bank
View- Website:
- 53.com/private-bank
- Employees:
- 321
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Senior Fiduciary AdvisorFifth Third Private BankChicago, Il, Us
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Director, Strategic Client DevelopmentFifth Third Private Bank Aug 2023 - PresentAs Director of Strategic Client Development for the Business Transition Advisory Team, I am responsible for assisting high-net-worth business owners navigate through the transition/sale process, focusing on both the personal and financial impacts before and after transition.
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Senior Fiduciary AdvisorFifth Third Private Bank Mar 2021 - Aug 2023As a Senior Trust Advisor, I am part of a multidisciplinary wealth management team working with individuals, families, and business owners to provide complex trust, banking, planning and investment management solutions. We achieve success for our clients through creating strong, long-term relationships with our clients. We believe that this specialized approach can only be achieved by first building a strong foundation with our clients through fully understanding our client’s goals and aspirations, not only financially but personally as well, to assist our clients to achieve their goals.
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Vice President - Financial AdvisorBernstein Private Wealth Management Apr 2019 - Mar 2021New York, New York, UsRebecca is responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Private Wealth Private Management, Rebecca provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. -
Vice President/Senior Wealth Management OfficerFirst Midwest Bank Jun 2015 - Mar 2019Chicago, Illinois, Us -
Vice President And Regional Sales DirectorManagement Planning, Inc. Jan 2013 - May 2015Lawrenceville, Nj, UsAs a Vice President and Regional Sales Director for MPI, Rebecca was responsible for client relationships and business development throughout Illinois. -
DirectorComstock Advisors Apr 2011 - Dec 2012Cincinnati, Oh, UsAs a Director of Valuation Services, my primary focus was valuing closely held securities for gift and estate tax planning, management planning, or regulatory reporting purposes. -
Regional Director/Vice PresidentJ.P. Morgan 2002 - Sep 2010New York, Ny, UsDevelop and manage client relationships and direct the investment management for privately held corporations, partnerships, limited liability companies, and private equity investments held in fiduciary trust, estate, and agency accounts. -
Manager/Vice PresidentJ.P. Morgan 2000 - 2002New York, Ny, Us
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Vice PresidentJ.P. Morgan 1989 - 2000New York, Ny, Us
Rebecca Juhant, Cfp® Skills
Rebecca Juhant, Cfp® Education Details
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Depaul Driehaus College Of BusinessFinance And Real Estate -
Depaul UniversityCorporate Finance
Frequently Asked Questions about Rebecca Juhant, Cfp®
What company does Rebecca Juhant, Cfp® work for?
Rebecca Juhant, Cfp® works for Fifth Third Private Bank
What is Rebecca Juhant, Cfp®'s role at the current company?
Rebecca Juhant, Cfp®'s current role is Senior Fiduciary Advisor.
What is Rebecca Juhant, Cfp®'s email address?
Rebecca Juhant, Cfp®'s email address is re****@****est.com
What is Rebecca Juhant, Cfp®'s direct phone number?
Rebecca Juhant, Cfp®'s direct phone number is +163087*****
What schools did Rebecca Juhant, Cfp® attend?
Rebecca Juhant, Cfp® attended Depaul Driehaus College Of Business, Depaul University.
What skills is Rebecca Juhant, Cfp® known for?
Rebecca Juhant, Cfp® has skills like Valuation, Investments, Financial Analysis, Asset Management, Securities, Business Valuation, Portfolio Management, Banking, Financial Services, Risk Management, Due Diligence, Investment Management.
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