Most people never sit down with someone who truly understands their full financial picture. At Fifth Third Preferred, we build strategies around your life — not around products you don't need.
Whether you're planning for retirement, looking to grow your wealth, or navigating a major financial decision — we build the strategy around you.
A retirement plan isn't just about savings — it's about designing a life you can actually afford to live. We map out every income stream, tax consideration, and milestone so you know what's ahead.
Markets move. Your strategy shouldn't be guesswork. We build diversified portfolios aligned with your timeline, risk tolerance, and goals — then manage them with discipline, not emotion.
From accumulating wealth to protecting it, we look at the full picture — tax efficiency, estate considerations, insurance needs, and cash flow — so nothing falls through the cracks.
As a Fifth Third Preferred advisor, we have direct access to competitive banking and lending solutions — from mortgages to lines of credit — tailored to your financial profile.
Life is unpredictable. Insurance and risk planning aren't about fear — they're about ensuring your family and your progress stay protected no matter what happens.
This isn't a one-time meeting and a forgotten portfolio. We check in regularly, adjust as your life changes, and keep you informed so you always know where you stand.
Your goals drive every recommendation — not commissions, not products, not shortcuts.
Too many financial advisors start with a product and look for a client. We start with you — your income, your debts, your dreams, your fears — and build a strategy that makes sense for your actual life.
We start with an honest conversation — no pressure, no sales pitch. We listen to where you are and where you want to be.
We put together a clear, written plan that addresses your specific situation — investments, insurance, retirement, banking, all in one view.
We implement the plan and keep track of progress. Life changes, and your strategy should change with it — we adjust along the way.
Sean Grillot is a Financial Advisor with Fifth Third Bank, serving the Englewood community and the greater Miami Valley. As a Preferred Advisor, Sean brings together the resources of a national bank with the personal touch of a local professional who genuinely cares about his clients' outcomes.
His approach is straightforward: understand your full financial picture, explain your options clearly, and recommend what's genuinely in your best interest — even if it's not the most expensive option. That's the Fifth Third Preferred standard, and it's what Sean brings to every conversation.
Preferred Advisor
Ohio Licensed
Point of Contact
Ongoing Support
"The best financial advice doesn't come from someone who's trying to sell you something. It comes from someone who's trying to help you succeed."
— Sean Grillot
Whether you have a clear plan or you're just wondering where to start, the first step is a conversation. Reach out — there's no obligation, just an honest discussion about where you are and where you want to go.
Fill out the form below and Sean will get back to you within one business day.
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