Friday, February 3, 2023

The Expert in Wealth and Financial Planning

Mimi Bengio, Senior Wealth Advisor


With her advanced education and more than 25 years in banking and wealth management, Mimi Bengio, Senior Wealth Advisor of Fifth Third Bank, takes pride in what she does. “Knowledge and experience needs to be sprinkled with passion,” she says. “Every relationship for me becomes part of my data bank.” I truly know my clients and how they have accumulated their wealth. Understanding our clients translates to how we manage their assets.”

Q: What advantages do clients experience with you as their wealth advisor?

A: Everything we do, and I say that in the name of my team, is specific to each of our clients. No two people are the same, hence neither should be their portfolios. We serve clients throughout Florida, around the country and in different continents. We assume all the responsibilities of a family office and make our clients’ experiences personal and highly attentive.

Q: How do you remain competitive in your profession?

A: Remaining competitive is imperative. Fifth Third is continuously investing in new technology, striving to make our clients’ experiences exceptional. Our investment management committee carefully monitors the direction of our strategies and implements tactical moves along the way. The main goal is keeping the client needs and wants at the core. As long-term managers of our clients’ wealth, we must remain nimble and flexible; change is constant.

Q: How has Covid impacted your business or the way you conduct business?

A: Since most restrictions have lifted, intimate client meetings have replaced the large dinners and roadshows of our chief economist and investment strategists. My team and I provide a holistic approach to all aspects of our clients’ financial plans. In addition to managing their assets while considering tax efficiency and their estate plans, we overview their long-term financial goals and family legacy.


This sponsored content is from the February 2022 issue of Boca magazineFor more from this year’s Ask the Experts special section, click here.

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