Fifth Third Is Building A Bank-Backed RIA Flywheel

Wealth Management

Aug 4

InvestmentNews reported that Fifth Third Wealth Advisors added Kim Churchill and Adam Wittan from Regions Bank, giving the bank-backed RIA a nearly $1 billion Atlanta recruiting win to start 2026.

The move looks simple on the surface. Two experienced advisors left one regional bank wealth platform for another bank-supported wealth platform. Churchill and Wittan joined Fifth Third Wealth Advisors as managing directors in Atlanta after collectively managing close to $1 billion for clients at Regions Bank.

But the better story is not just the asset number. It is what Fifth Third is trying to build.

Fifth Third Wealth Advisors is not a traditional private bank team and not a fully detached breakaway RIA. It is a multi-custodial registered investment adviser backed by Fifth Third Bank. That gives the firm a specific recruiting pitch: advisors can keep a more independent, boutique-style client experience while still accessing bank resources such as credit, trust, estate, fiduciary and planning support.

That model matters in Atlanta. The market includes business owners, corporate executives, multigenerational families, institutional clients, foundations, endowments and high-net-worth households that often need more than portfolio management. For those clients, a platform that combines investment flexibility with banking and fiduciary resources can be attractive if the structure is clear and the conflicts are disclosed properly.

For Fifth Third, the Churchill-Wittan move strengthens its Atlanta presence and supports its national FTWA expansion. For Regions, it shows how regional-bank wealth teams can become recruiting targets when another platform offers more advisor autonomy or a different RIA structure. For clients, the practical question is whether the move improves planning depth, service quality and access to resources without making fees, custody or bank-affiliate relationships harder to understand.

TL;DR

Fifth Third Wealth Advisors added Kim Churchill and Adam Wittan from Regions Bank: The Atlanta-based duo joined as managing directors.
The team previously managed close to $1 billion: InvestmentNews said the pair collectively managed nearly $1 billion for clients at Regions.
Churchill brings more than 25 years of wealth experience: Her FTWA bio says she serves ultra-high-net-worth and high-net-worth individuals and families, business owners, foundations, endowments and institutional clients.
Wittan brings portfolio-management depth: His FTWA bio says he has more than 25 years of investment and wealth management experience and was responsible for more than $700 million in assets under management at Regions.
The platform model is the real story: FTWA combines RIA-style flexibility with access to Fifth Third Bank services.
Atlanta is a strategic wealth hub: The market gives Fifth Third access to executives, business owners, family wealth and institutional relationships.
The advisor takeaway: Bank-based advisors may want more independence and practice control without losing bank resources.
The client takeaway: Clients should ask what changes in custody, fees, reporting, banking access, trust services, affiliated products and service contacts after the move.

This Is Bank-On-Bank Recruiting, But The Models Are Not Identical

At first glance, this looks like a regional bank taking talent from another regional bank.

That is true, but incomplete. Fifth Third and Regions both have bank wealth businesses, but FTWA’s recruiting pitch is built around a more independent RIA-style structure. That matters because advisors who work inside bank wealth platforms may like access to banking resources but still want more control over the investment platform, client experience, brand feel and planning process.

The Churchill-Wittan move sits directly inside that tension. These are not advisors leaving a wirehouse for a wirehouse or an independent broker-dealer for another broker-dealer. They are moving from a bank wealth environment to a bank-backed RIA that is trying to feel more flexible.

Why The Difference Matters For Advisors

RIA-style flexibility can feel more entrepreneurial: Advisors may have more room to shape the client experience and investment approach.
Bank resources still matter: High-net-worth clients may need credit, trust, estate, banking and fiduciary support.
A multi-custodial structure can broaden choice: Advisors may prefer a platform that is not tied to a single legacy wealth architecture.
Practice identity can be clearer: A team may want its own client-service style while still using the bank’s scale.
Transition support can lower risk: Advisors leaving a bank may not want to build a fully independent RIA from scratch.

That is the middle lane Fifth Third is selling: more independence than a traditional bank wealth seat, but more institutional support than a solo breakaway.

Atlanta Gives Fifth Third A Bigger Wealth-Market Opening

The geography matters.

Atlanta is not only a large city on a recruiting map. It is a wealth hub with business owners, corporate executives, professionals, family offices, nonprofits, foundations, endowments and multigenerational households. A strong Atlanta team can connect a platform to local referral networks involving attorneys, accountants, bankers, business consultants and institutional decision-makers.

That makes the Churchill-Wittan team more valuable than a simple asset transfer. Fifth Third is trying to build a national wealth advisory business that can recruit outside its traditional bank footprint. Atlanta gives it a market where bank relationships, planning complexity and private wealth needs overlap.

Why Atlanta Fits FTWA’s Strategy

Business-owner density: Owners may need liquidity planning, credit, succession support and estate coordination.
Executive wealth: Corporate leaders often need tax-aware portfolio construction, concentrated wealth planning and retirement strategy.
Institutional relationships: Foundations and endowments may need investment oversight, governance and reporting.
Family wealth transfer: Multigenerational families may need trusts, gifting, charitable planning and beneficiary education.
Regional-bank competition: Atlanta gives Fifth Third a chance to compete directly with other bank wealth platforms.

A bank-backed RIA can make sense in that environment if it can provide both local advisor relationships and broader bank capabilities.

Churchill Adds Relationship Depth Across Families, Owners And Institutions

Kim Churchill’s Fifth Third Wealth Advisors bio gives the move more texture than the headline asset figure.

FTWA says Churchill has more than 25 years of experience as a relationship manager and wealth advisor. Her client base includes ultra-high-net-worth and high-net-worth individuals and families, business owners, foundations, endowments and institutional clients. The bio also says she joined FTWA in 2025 after serving as a senior vice president and wealth advisor with Regions Private Wealth Management, where she spent 13 years.

That background matters because relationship managers in private wealth often sit at the center of the client’s broader financial life. They may coordinate with portfolio managers, bankers, trust officers, estate attorneys, tax professionals and family members.

What Churchill’s Role Can Add To FTWA

Client relationship continuity: Longtime clients often follow advisors because of personal trust, not firm branding.
Planning coordination: Business owners and families may need a lead advisor who can organize several moving parts.
Institutional fluency: Foundations and endowments may require governance, spending-policy and investment-committee support.
Bank-resource navigation: A relationship-focused advisor can help clients access credit, trust or fiduciary services when appropriate.
Atlanta referral strength: A 13-year Regions tenure can carry local-market relationships into the new FTWA platform.

This is why Fifth Third’s “time to care” message matters. The firm is betting that advisors with deep relationships will value a platform that removes operational drag.

Wittan Gives The Team A Portfolio-Construction Engine

Adam Wittan’s Fifth Third Wealth Advisors bio points to the investment side of the team.

FTWA says Wittan has more than 25 years of investment and wealth management experience. His background includes portfolio design, risk management, asset allocation and location, income management, alternatives, fixed income and equity strategies. His bio also says he served as a senior portfolio manager at Regions Bank for almost 13 years and was responsible for more than $700 million in assets under management.

That investment background gives the team a different kind of credibility. If Churchill strengthens the relationship and planning side, Wittan strengthens portfolio implementation and risk management.

Why Portfolio Design Still Matters In A Planning-Led RIA

Tax-aware asset location: High-net-worth clients often need decisions about which assets belong in taxable, tax-deferred and tax-exempt accounts.
Income management: Retirees, foundations and endowments may need dependable distribution planning.
Risk management: Wealthy clients may have concentrated business, real estate or employer-stock exposure.
Alternatives review: Private or alternative strategies can be useful for some clients but require careful due diligence.
Fixed-income positioning: Rate changes can affect income, liquidity, duration and risk.
Equity strategy: Long-term growth still matters, but it must fit the client’s plan and risk tolerance.

The key point is that FTWA is not only buying relationship coverage. It is adding investment-design capacity in a market where clients may expect customized portfolios.

FTWA’s Pitch Is Time, Customization And Bank Access

Fifth Third’s public FTWA messaging is unusually clear around one idea: time.

FTWA’s website says its difference is time, and its three operating principles focus on more time to care, more time to customize and more time to connect. The platform says it supports client financial journeys through investment management expertise and access to Fifth Third Bank services, including custom credit and mortgage solutions, trust, estate and fiduciary services, risk management and full-service banking support.

That is a specific advisor recruiting message. It tells advisors that the platform is designed to take away operational friction so they can spend more time with clients.

What The “More Time” Pitch Really Means

Less operational burden: Advisors want fewer administrative distractions and more time for advice.
More client-facing work: High-net-worth clients expect planning conversations, not only performance updates.
More customized investment work: Advisors may want to build portfolios around client needs rather than fit clients into model boxes.
More coordinated banking access: Credit, mortgage, trust and fiduciary support can help clients with balance-sheet planning.
More practice focus: Advisors may prefer a platform that handles infrastructure while they concentrate on relationships.

The promise is attractive. The execution test is whether advisors actually experience more time after joining.

The Bank-Backed RIA Model Creates A Useful But Delicate Hybrid

FTWA’s model is powerful because it combines two ideas that do not always sit comfortably together: RIA independence and bank affiliation.

On one hand, the RIA structure can support fiduciary-focused advice, customized portfolios and advisor independence. On the other hand, the bank relationship can provide trust powers, credit, planning support, banking relationships and balance-sheet resources.

That combination can be valuable for clients. It can also create disclosure and conflict questions that must be handled clearly.

Where The Hybrid Model Helps

Credit and liquidity planning: Business owners and high-net-worth families may need borrowing options alongside portfolio strategy.
Trust and fiduciary support: Families may need trustee services, estate settlement support or fiduciary guidance.
Planning coordination: A bank-backed platform can connect investment advice with broader financial services.
Stability and infrastructure: Advisors can offer boutique service while relying on a larger institution.
Client convenience: Some households prefer fewer disconnected financial relationships.

Where The Hybrid Model Needs Care

Affiliated products: Clients should understand when an affiliated service or product may generate revenue for Fifth Third or its affiliates.
Bank-product status: Deposits, loans, insurance and investments carry different protections and risks.
Fee clarity: Advisory fees, bank fees, lending costs and product compensation should not blur together.
Custody understanding: Clients should know where assets are custodied and how reports are delivered.
Legal and tax boundaries: FTWA says it does not provide legal, accounting or tax advice, so outside professionals may still be needed.

The model can work well, but only if the client understands the parts.

Fifth Third’s Growth Arc Makes The Recruitment More Than A One-Off Win

Fifth Third Wealth Advisors is still young compared with large national RIAs and wirehouses.

Fifth Third launched FTWA in 2022, describing it as an independent registered investment adviser that provides advisory teams with a customizable investment platform, technology, operational support and office locations. In 2024, Fifth Third said FTWA surpassed $1 billion in assets under management, and later that year said FTWA moved past $2 billion in assets under management.

By January 2026, InvestmentNews reported FTWA had more than $7.2 billion in discretionary assets under management as of September 30.

That growth arc changes the meaning of the Churchill-Wittan hire. A nearly $1 billion team is not just another addition. It supports the idea that FTWA is trying to scale from a niche experiment into a serious national recruiting platform.

What FTWA’s Growth Pattern Suggests

The model is gaining advisor interest: Recruiting experienced teams is the fastest way for a young RIA platform to build scale.
Fifth Third is targeting larger books: The launch materials said FTWA sought advisors with books exceeding $1 billion.
The platform is national, not purely regional: Fifth Third has said FTWA can recruit beyond traditional bank boundaries.
Bank support is part of the pitch: Trust, credit, planning and operational support are used to differentiate the model.
Scale brings new expectations: As assets grow, FTWA must prove service, compliance, technology and custody can keep up.

The growth story is promising, but it also raises the stakes. A platform built for billion-dollar teams has to operate like one.

The Regions Angle Shows How Bank Wealth Teams Can Become Vulnerable

Regions Bank is not an incidental detail. It is the source firm, and that matters.

Churchill and Wittan both spent about 13 years at Regions-related wealth roles before joining FTWA, according to their Fifth Third bios. That kind of tenure suggests clients may have known them as stable, long-term advisors. It also suggests the move was not a casual job change.

Regional banks can have strong client relationships because they serve households across lending, deposits, business banking, trust and investments. But those strengths can also create internal complexity. Advisors may feel constrained if investment options, technology, account workflows, or practice identity do not match how they want to serve clients.

Why Bank Wealth Advisors May Consider A Move

They may want a more distinct advisory identity: A team may want clients to see it as a wealth practice, not simply a bank department.
They may want broader investment flexibility: An RIA-style platform can feel more open than a traditional bank wealth model.
They may want a clearer planning workflow: Complex clients often need planning that cuts across investments, credit, tax and estate issues.
They may want more autonomy: Experienced advisors may prefer more control over service style and client communication.
They may still value bank resources: Many do not want to leave banking support behind entirely.

That is why FTWA can be a threat to traditional bank wealth programs. It offers enough bank affiliation to feel familiar, but enough RIA structure to feel different.

Advisor Impact: The Move Signals A New Path For Bank-Based Teams

For advisors, the Churchill-Wittan move sends a clear message: leaving a bank wealth platform does not always mean giving up bank resources.

That matters because many private bank and regional bank advisors have built careers around clients who value integrated financial services. They may be reluctant to move to a pure RIA if they worry about losing access to lending, fiduciary services, banking teams, or a recognized institutional brand.

FTWA gives those advisors another option.

Questions Bank-Based Advisors May Ask After Seeing This Move

Can I keep a bank-supported planning model while gaining more investment flexibility?
Will my clients understand the move, or will it create confusion?
Will the new platform support credit, trust and estate needs?
Will I have more control over my schedule, service model and investment process?
Will the transition disrupt long-term client relationships?
Can I build a stronger team brand inside a bank-backed RIA?
How will affiliated-product conflicts be disclosed?

The answer will vary by advisor. But the existence of a middle option changes the recruiting conversation.

Client Implications: The Transition Should Be Explained Without Platform Jargon

Clients do not need to understand every difference between a bank wealth unit, a multi-custodial RIA and an investment adviser registration. They need to know what changes for them.

A client following Churchill or Wittan to Fifth Third Wealth Advisors may need to understand new paperwork, new advisory agreements, custody arrangements, portals, statements, fees, bank services, trust access and whether existing Regions relationships continue separately.

The client may also ask whether the investment strategy will change, whether the same advisor will remain the primary contact and whether Fifth Third’s bank resources will add anything meaningful.

Questions Clients Should Ask After The Move

Will my advisor relationship stay the same, or will my service team change?
Where will my investment assets be custodied?
Will my fees, billing method or account minimums change?
Will I receive new statements, portals or performance reports?
Will I still use any Regions Bank services separately?
What Fifth Third Bank resources are now available to me?
Are affiliated products or services being recommended?
How are conflicts of interest disclosed?
Does FTWA provide tax or legal advice, or should I still work with my CPA and attorney?

Good transition communication should answer those questions before clients feel forced to ask.

Compliance And Disclosure Are Central To The Bank-Backed RIA Story

FTWA’s own disclosures are important because they show the compliance issues behind the model.

The FTWA site says Fifth Third Wealth Advisors is a wholly owned subsidiary of Fifth Third Bank and an SEC-registered investment adviser. It also says registration as an investment adviser does not imply any level of skill or training. The disclosures explain that FTWA has engaged affiliates to provide certain proprietary investment products and services, and that affiliated compensation can create a conflict of interest by incentivizing FTWA to use affiliated services and products over unaffiliated offerings.

That is direct language, and it matters.

What Clients And Advisors Should Watch

Affiliated compensation: Clients should understand when Fifth Third or its affiliates may earn additional revenue.
Investment-versus-bank product status: Investments are not FDIC insured, offer no bank guarantee and may lose value.
Scope of advice: Clients should know that FTWA does not provide legal, accounting or tax advice.
Custody and reporting: Clients should understand which custodian holds their assets and how reporting works.
Client consent: Any transition should involve clear agreements and understandable disclosures.
Recommendation basis: Advisors should be able to explain why a Fifth Third-affiliated service is appropriate when used.

This is not a reason to avoid the model. It is a reason to use the model carefully.

The Same Roundup Shows Three Different Recruiting Battles

The InvestmentNews article also included Wells Fargo and Cetera moves, which help frame the broader market.

Wells Fargo Advisors added East Lake Wealth Management Group from Morgan Stanley in Atlanta. The five-person team oversaw more than $784 million in client assets and reported $4.6 million in trailing 12-month revenue. The move shows that Atlanta is not only a Fifth Third story. Major wirehouses are also fighting for the same regional wealth market.

Cetera added Kim Ramchandani from LPL after nearly 20 years with LPL. She managed about $206 million in assets under administration, much of it tied to the Webster Bank investment program and Financial Resources Group. Ramchandani said changes at LPL affected her OSJ and the Webster Bank platform, making it harder to run the business the way she wanted.

Together, the three moves show different versions of the same industry problem: advisors are using platform moves to regain control over how they serve clients.

Recruiting Move

Prior Platform

New Platform

Reported Assets

Strategic Message

Churchill and Wittan

Regions Bank

Fifth Third Wealth Advisors

Nearly $1 billion

Bank-backed RIA flexibility with bank resources

East Lake Wealth Management Group

Morgan Stanley

Wells Fargo Advisors

More than $784 million

Wirehouse recruiting in Atlanta’s high-net-worth market

Kim Ramchandani

LPL

Cetera

About $206 million AUA

Advisor frustration after OSJ and bank-program changes

Why The Roundup Matters

Atlanta is becoming more competitive: Fifth Third and Wells Fargo both added major Atlanta teams in the same report.
Bank channels are under pressure: Regions lost a nearly $1 billion duo, and LPL-linked Webster Bank advisors have also moved.
Advisor autonomy is a common theme: Each move involved advisors seeking a platform that better fit their practice.
Support models are diverging: Bank-backed RIA, wirehouse, and independent broker-dealer models are competing for different advisor needs.
Client experience is the shared selling point: Every platform is claiming it can help advisors serve clients better.

The article is less about one recruiting win and more about advisors sorting through platform tradeoffs.

The LPL Contrast Makes Fifth Third’s Win More Interesting

This Fifth Third win also has a useful contrast: Fifth Third has been both recruiter and source firm.

NJ Financial News recently covered how LPL’s $2 billion Fifth Third win showed why private-bank advisors are moving. That article focused on Breanne Bovara and Derrick Petry leaving Fifth Third Private Bank to launch Moto Wealth Partners through LPL’s Linsco model.

That matters because it shows the bank wealth market is not moving in one direction. Fifth Third can lose private-bank talent to LPL while also recruiting major advisor teams into FTWA.

What The Two Fifth Third Stories Show Together

The traditional private bank is vulnerable: Advisors may leave when they want more control or a different model.
The bank-backed RIA is a recruiting weapon: FTWA gives Fifth Third a way to attract advisors who still value bank resources.
Different teams want different levels of support: Moto chose Linsco’s employee-advisor model, while Churchill and Wittan chose FTWA’s RIA structure.
Client complexity is the common thread: Both stories involve advisors serving high-net-worth or ultra-high-net-worth clients.
Platform choice is becoming more precise: Advisors are no longer choosing only between “bank” and “independent.” They are choosing among many hybrid models.

That is the real industry takeaway. The old categories are blurring.

Why Multi-Custodial Language Matters

InvestmentNews described FTWA as a multi-custodial RIA. That phrase can sound technical, but it matters to advisors and clients.

A multi-custodial structure can give an advisory platform more flexibility over where client assets are held, how accounts are serviced and which technology or reporting tools are used. It can also help advisors who are moving from another platform preserve some continuity or avoid forcing every client into one rigid structure.

But multi-custodial does not automatically mean better. It has to be managed well.

What Multi-Custodial Models Must Prove

Operational coordination: More custody options can mean more complexity unless workflows are clean.
Reporting consistency: Clients should receive clear performance and account reporting across custodians.
Fee transparency: Custody, advisory and platform fees should be understandable.
Compliance oversight: Supervisory systems must monitor assets and advice across platforms.
Advisor training: Teams need to know how to use each custodian’s tools properly.
Client communication: Clients should understand why a custodian is being used and what it means for service.

A multi-custodial RIA can be a major advantage. But only if the client experience remains simple.

Recruiting Strategy: Fifth Third Is Selling “Independence Without Isolation”

Fifth Third’s strongest FTWA recruiting message is not “come to a bank.” It is “get the independence you want without losing the infrastructure you need.”

That is a powerful pitch because many experienced advisors do not want to spend their best years managing office leases, compliance systems, tech vendors, payroll, trading workflows, billing issues and operational headaches. They want control, but not necessarily isolation.

What “Independence Without Isolation” Looks Like

Advisor control: Teams can shape client relationships and service models.
Operational support: The platform handles much of the infrastructure.
Bank resources: Advisors can access credit, trust, planning and banking services.
Technology support: Advisors get a platform instead of building a stack alone.
Practice scalability: Larger books can grow without the advisor personally managing every back-office detail.
Client continuity: Advisors can tell clients the move adds resources rather than removing them.

That is the recruiting wedge FTWA is using against both banks and independent platforms.

Client Trust Will Decide Whether The Asset Transfer Works

The nearly $1 billion figure is a headline, not a guarantee.

Advisor recruiting announcements usually state prior assets. They do not prove how much client money will ultimately transfer, how quickly clients will sign paperwork or whether clients will stay after the transition. For a team leaving a bank wealth platform, client trust becomes the real conversion test.

Clients may like their advisor but still have questions about moving away from Regions. They may have deposit, lending, mortgage, trust or business banking relationships that remain with the old institution. They may not want to move every part of their financial life. The advisor has to explain why the wealth relationship should move even if some bank relationships do not.

What A Successful Client Transition Requires

Clear explanation of the move: Clients need to understand why the team changed platforms.
Simple paperwork guidance: Forms, agreements and custody documents should be organized.
Transparent fee comparison: Clients should know whether costs are changing.
Service-team continuity: Clients should know who handles day-to-day questions.
Banking clarity: Clients should understand which Regions relationships remain and which Fifth Third resources are available.
Planning value: The advisor should explain how FTWA improves advice, not only operations.
Disclosure review: Conflicts, affiliated services and investment risks should be explained plainly.

The client does not follow the asset number. The client follows trust.

What Fifth Third Still Needs To Prove In Atlanta

Fifth Third has won the announcement. The harder work begins after the press cycle.

FTWA now has to show that Churchill and Wittan can use the platform to deliver better planning, portfolio management and client service. It also has to prove that Atlanta can become a deeper FTWA growth market, not just a branch with one recruited team.

Watchpoints After The Churchill-Wittan Move

Client asset retention: How much of the nearly $1 billion actually follows the advisors to FTWA?
Atlanta team growth: Does Fifth Third add more advisors, service staff or specialist support in the market?
Bank-resource usage: Do clients use Fifth Third credit, trust, estate or fiduciary services in a meaningful way?
Investment flexibility: Does Wittan’s portfolio work become more customized under the FTWA model?
Institutional client retention: Do foundations, endowments and business owners stay through the transition?
Compliance clarity: Are affiliated-product and bank-service conflicts disclosed in plain language?
Recruiting momentum: Does the move help FTWA recruit more bank-based or wirehouse advisors in the Southeast?
Regions response: Does Regions reinforce advisor retention or private wealth support in Georgia?

The first recruiting win of 2026 gives Fifth Third momentum. Execution will decide whether it becomes a platform proof point.

Bottom Line: Fifth Third’s Atlanta Win Is A Test Of The Bank-Backed RIA Model

Fifth Third Wealth Advisors’ recruitment of Kim Churchill and Adam Wittan is a meaningful Atlanta win. The duo brought nearly $1 billion in prior client assets from Regions and strengthened FTWA’s presence in a competitive wealth market.

But the larger story is the model. Fifth Third is trying to prove that a bank-backed, multi-custodial RIA can attract experienced advisors who want independence, flexibility and client-experience control without giving up access to bank resources.

For advisors, the move shows that regional-bank wealth careers now have more exit paths than before. They can move to wirehouses, independent broker-dealers, employee-advisor models, standalone RIAs or bank-backed RIAs. For clients, the move should be judged by service, planning quality, portfolio discipline, fee clarity and disclosure.

Fifth Third’s pitch is compelling: boutique-style advice backed by a regional bank. The Churchill-Wittan move gives that pitch more credibility in Atlanta. Now the firm has to prove the experience works after clients sign the paperwork.

Frequently Asked Questions About Fifth Third Hiring Kim Churchill And Adam Wittan

Who Did Fifth Third Wealth Advisors Hire From Regions Bank?
Fifth Third Wealth Advisors hired Kim Churchill and Adam Wittan from Regions Bank. Both joined FTWA as managing directors in Atlanta after collectively managing close to $1 billion in client assets.
What Is Fifth Third Wealth Advisors?
Fifth Third Wealth Advisors is a registered investment adviser supported by Fifth Third Bank. Fifth Third describes FTWA as a model that gives advisors a flexible investment management platform, technology, operational support and access to bank resources such as trust, credit and planning.
Why Does The Atlanta Move Matter?
The move matters because Atlanta is a major wealth market with high-net-worth families, business owners, executives, foundations, endowments and institutional clients. Adding a nearly $1 billion advisor duo strengthens FTWA’s presence in a market where bank wealth platforms, wirehouses and RIAs all compete.
What Experience Do Churchill And Wittan Bring?
Churchill’s FTWA bio says she has more than 25 years of experience as a relationship manager and wealth advisor and serves high-net-worth and ultra-high-net-worth families, business owners and institutional clients. Wittan’s FTWA bio says he has more than 25 years of investment and wealth management experience and was responsible for more than $700 million in assets under management at Regions.
What Should Clients Ask After The Move?
Clients should ask whether fees, custody, account access, reporting, service contacts, investment strategy, banking relationships, trust services or affiliated-product disclosures will change. They should also ask how the new platform improves the advice and planning they receive.