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Fifth Third Investment Team Kimberly Lutes
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 5:00 PM |
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Largo
12360 Indian Rocks Road Largo, FL 33774 USAbout Kimberly
Serving the Largo area, Kimberly provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Kimberly works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I am originally from Hershey, PA and lived for many years in NC. I have been in Florida over 3 years.
I enjoy pickleball, golf, bocce, kayaking, reading, and games.
I played competitive women's ice hockey for over 25 years and am now retired.
I have extensive financial planning and investment management experience. I excel at helping client's solve their financial problems, identify weaknesses and gaps in their plan, and work towards their goals
I started in the Financial Services Industry in 1992 and was first securities licensed in 1999.
B.S. in Finance and Business Management from Guilford College
- Series 7
- Series 63
- Series 66
- Life Insurance
- CLU®
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."
Individual Investment Services
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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.