About Thomas
Serving the Naples area, Thomas provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Thomas works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Thomas Nerney is a Vice President and Wealth Management Advisor with Fifth Third Private Bank in Naples, FL. Tom provides customized guidance and advice to high-net-worth individuals, families and institutions, helping them simplify complexity and pursue their goals more effectively. A veteran Advisor, Tom draws on decades of experience addressing the needs of an accomplished clientele, including business owners, physicians, current and retired executives, multi-generational families, and non-profit organizations. Deeply committed to the well-being of each client, he takes pride in serving as a trusted advisor.
Tom is skilled in helping clients broaden their perspective on their wealth, helping them look beyond money to pursue the lives and legacies they envision. He connects them to the capabilities that align with their distinctive needs, from trust and estate planning services, investment management, philanthropic strategies, and customized credit and banking solutions. He leads a team of locally based specialists who work in concert to uncover possible efficiencies, including pre-sale planning for business owners, next-generation stewardship for families, and strategic planning for institutions.
Tom is skilled in helping clients broaden their perspective on their wealth, helping them look beyond money to pursue the lives and legacies they envision. He connects them to the capabilities that align with their distinctive needs, from trust and estate planning services, investment management, philanthropic strategies, and customized credit and banking solutions. He leads a team of locally based specialists who work in concert to uncover possible efficiencies, including pre-sale planning for business owners, next-generation stewardship for families, and strategic planning for institutions.
Education
Kean University, New Jersey
Yale University School of Management, Wealth Management Theory & Practice
Yale University School of Management, Wealth Management Theory & Practice
Licenses & Professional Designations
- Life Insurance
- CPWA
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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