Chris Squittieri, Mimi Bengio, Peter Oldbury and Chris Rodriguez
Wealth Management
Trust is conceivably the most important aspect of building a relationship and is particularly paramount in the banking and wealth management sectors.
This achieved strength is what sets Mimi Bengio, Senior Wealth Management Practitioner serving the Boca Raton area for Fifth Third Private Bank, apart from the rest of her peers.
Fifth Third Private Bank has been delivering access to sophisticated investment solutions for more than 160 years. Its approach is built on the understanding that each client is unique — and the institution continues to help clients focus and manage their wealth as each relationship progresses.
“Trust is earned with time, hard work, and passion for my profession,” she explains. “My practice is based on a personalized blend of client focus, holistic planning, and the highest level of service.”
Bengio’s clients are accustomed to timely responsiveness, honesty, transparency and the utmost commitment to their financial well-being. She and her highly credentialed team are dedicated to helping high-net-worth and ultra-high-net-worth individuals, families and businesses with customized wealth management solutions.
With more than 25 years of experience in managing high-net-worth relationships, Bengio has the proven ability to build strong client connections while, at the same time, creating, implementing and achieving their desired results.
Simply put, she defines what it means to be a wealth manager as “providing a comprehensive service to help individuals achieve their goals, which are growth, protection and transferring their wealth efficiently.”
“By continuously learning and expanding my knowledge in my field, I provide my clients with up-to-date, accurate and insightful information, adjusting strategies to achieve their long-term goals,” she points out.
Bengio’s professional capabilities are advantageous to the success of her clients and are not just limited to her commitment to excellence and her communication skills.
“I am attentive and empathetic and can narrow down what is the most important aspect for each client’s financial well-being,” she expresses. “My ability to break down complex concepts into clear and concise details has proven useful in maintaining my long-term relationships with clients.”
Fifth Third Private Bank, 120 E. Palmetto Park Road, Ste. 100, Boca Raton, 954-644-0552, 53.com/wealthmanagement
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