Managing Director

Brad Heagy is a managing director with Fifth Third Wealth Advisors, serving clients in the Tampa region. He provides comprehensive wealth management solutions to high-net-worth individuals and families, foundations, endowments, and institutional clients. Brad takes a holistic approach to family wealth, legacy planning and family governance. He has extensive experience in portfolio design, asset allocation, and fixed income strategies 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. Brad joined Fifth Third Wealth Advisors in 2024. Previously, he was a senior wealth manager at BNY Mellon. Before that, he was a financial planner at PNC and a financial planner associate at Driscoll Financial. He is a board member of the Financial Planning Association of Tampa Bay and student advisory volunteer for the University of South Florida Muma College of Business. He also volunteers for the Parkinson’s Foundation.