Relationship Manager

Kari Baer is a relationship manager with Fifth Third Wealth Advisors, serving clients in the Tampa region. With more than 15 years of financial services industry experience, she provides comprehensive wealth management solutions to high-net-worth individuals and families, foundations, endowments, and institutional clients. In her role, she works closely with her team to handle all aspects of client administration — ensuring the highest level of client satisfaction is achieved. Kari joined Fifth Third Wealth Advisors in 2024. Previously, she was a wealth manager with BNY Mellon. In addition, she has specialized expertise across multiple facets of the industry including financial planning, portfolio management, research, trading, and tax preparation. She is a board member (past president) of the CFA Society of Tampa Bay, member of the Skip Cline Society Steering Committee that supports the Morton Plant Mease Health Care Foundation, member of the John Hopkins All Children's Estate Planning Seminar Planning Committee, member of the Junior Achievement Connections Board, member of the USF Merrill Lynch Wealth Management Center Advisory Board, chair of the Hillsborough Education Foundation Investment Committee, and member of the CFA Institute.