Susan Kubar

Managing Director

Susan Kubar
Address
4010 West Boy Scout Blvd
Suite 280
Tampa, FL 33607
US
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Contact Hours
By appointment

About Susan

Susan Kubar is a managing director 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. She has extensive experience in working with clients and their counsel to seamlessly coordinate estate and wealth planning to deliver expert guidance and personalized service — enabling clients to achieve their objectives. Susan joined Fifth Third Wealth Advisors in 2024. Previously, she was a senior fiduciary specialist at BNY Mellon Wealth Management. Before that, Susan was a family wealth advisor with GenSpring Family Offices. She began her professional career as a practicing attorney specializing in estate planning and estate and trust administration. She is one of only 280 Florida Bar practicing attorneys (out of more than 100,000) board certified in wills, trusts and estates, which means she has achieved a heightened level of excellence through character, professionalism, ethics, and credibility in the practice of law. She is a member of the Florida Bar (Real Property Probate and Trust Law Section, Principal and Income Committee), D.C. Bar, American Bar Association (Real Property Probate and Trust Law Section), Tampa Bay Estate Planning Council, and the Suncoast Estate Planning Council.

Education

Master of Laws - Taxation, University of Miami School of Law

Juris Doctor, University of Florida Levin College of Law

Bachelor of Arts - Political Science, University of Florida

Licenses & Professional Designations
    Professional experience information will be available soon.


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.

We’re here to help

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This material is for informational purposes only. It should not be construed as personalized investment advice or a solicitation to purchase or sell securities. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment vehicle, strategy or product referenced in the material will be profitable or suitable for your particular investment situation. In addition, Fifth Third Wealth Advisors has engaged affiliates to provide certain proprietary investment products and services. Such affiliated compensation arrangements create a conflict of interest by incentivizing Fifth Third Wealth Advisors to use these affiliated services and products over offerings from unaffiliated third parties. Asset allocation, tax sensitive investing and diversification does not guarantee a profit or protection against loss. It is important to understand that the information provided does not serve as a substitute for professional and personalized investment advice from Fifth Third Wealth Advisors or any other investment professional. If you have any questions regarding the applicability of any of the information presented to your circumstances you are encouraged to consult FTWA®, or another investment professional of your choosing. For detailed discussion of Fifth Third Wealth Advisors, LLC and its investment advisory fees, see the firm's Form ADV on file with the SEC at www.adviserinfo.sec.gov.

Fifth Third Wealth Advisors LLC is a wholly-owned subsidiary of Fifth Third Bank, National Association, and an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training.

Fifth Third Wealth Advisors offers investment services. Fifth Third Bancorp provides access to banking, insurance, investments and investment services through its various subsidiaries, including Fifth Third Wealth Advisors.

Investments, investment services and insurance:

Are Not FDIC Insured

Offer No Bank Guarantee

May Lose Value

Are Not Insured By Any Federal Government Agency

Are Not A Deposit

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