Heather Borelli is a managing director with Fifth Third Wealth Advisors, serving clients in the Naples region. With more than 25 years of financial services industry experience, she provides comprehensive wealth management solutions to high-net-worth individuals and families, foundations, endowments, and institutional clients. She has extensive experience in financial planning, client relations, and estate planning and works with clients using a coordinated, client-focused approach to deliver expert guidance, experienced money management, and personalized service – all backed by the resources of Fifth Third Bank.
Heather joined Fifth Third Wealth Advisors in 2021. Previously, she served as a wealth management advisor for nine years at a large financial institution, serving clients locally and throughout the country. Prior to that, she served as a senior associate for a leading private bank, where she managed client relationships for the Southeast region. Heather began her career in accounting but soon discovered her true passion: serving her clients through customized financial planning.
She is a member of the Planned Giving Council for the Guadalupe Center in Immokalee as well as the Trinity-by-the-Cove Episcopal Church Community Grant Commission, which provides local funding for charitable organizations in Naples.
Education
Bachelor of Science - Finance, Florida Atlantic University
Licenses & Professional Designations
CERTIFIED FINANCIAL PLANNER® professional
About Fifth Third Wealth Advisors
At Fifth Third Wealth Advisors, you’ll get the investment management expertise and responsive service you’re looking for, along with access to a wide range of financial services and solutions tailored for your unique needs. As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. Our financial recommendations are focused on what’s best for you. At the same time, we can help you engage the broad capabilities of Fifth Third Bank.