MORGAN MILLS
Tampa,FL
Summary
Relationship-driven Wealth Management professional with experience across private banking, strategic planning, and client advocacy. Known for a people-first leadership style, strong collaboration, and the ability to translate complex financial concepts into actionable guidance. Deeply committed to community engagement, mentorship, and mission-driven service through active board and volunteer leadership across Tampa Bay.
Overview
4
4
years of professional experience
Work History
AVP, Wealth Manager
Fifth Third Private Bank
Tampa, FL
12.2025 - Current
- Serve as a trusted advisor to a growing book of clients, delivering personalized wealth management and financial planning strategies aligned with long-term goals and life transitions.
- Collaborate with trust, credit, and investment teams to provide integrated, high-touch client solutions.
- Proactively identify opportunities to deepen relationships and expand services while maintaining a strong client-first approach.
AVP, Relationship Strategist
PNC Private Bank
Tampa, FL
08.2024 - 12.2025
- Supported senior advisors in managing and growing high-net-worth client relationships.
- Prepared customized planning and investment materials for client households annually.
Associate
PNC Private Bank
08.2022 - 08.2024
- Completed a rotational program across private banking, investments, and wealth planning.
- Supported advisory teams serving multiple high-net-worth portfolios.
Education
Bachelor of Science - Marketing
University of Pittsburgh
Pittsburgh, PA04-2022
Websites
Timeline
AVP, Wealth Manager
Fifth Third Private Bank
12.2025 - Current
AVP, Relationship Strategist
PNC Private Bank
08.2024 - 12.2025
Associate
PNC Private Bank
08.2022 - 08.2024
Bachelor of Science - Marketing
University of Pittsburgh
COMMUNITY LEADERSHIP & BOARD SERVICE
American Cancer Society – GenNow Network, Vice President, Tampa Bay, 06/2025-Present
- Present, Provide strategic leadership across Mission, Mentorship, Membership, Marketing & Communications, and Impact., Volunteer regularly at Hope Lodge, connecting fundraising to direct patient impact.
University of Tampa, Board of Counselors – Board Member, 08/2023-Present
- Support student retention, mentorship, and post-graduate success initiatives.