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ELIZABETH REBECCA OLSON

ELIZABETH R. OLSON

FIFTH THIRD WEALTH ADVISORS | Senior Service Advisor
Huntsville, AL 35802
Some features on this profile are disabled
CRD#: 4016844
ELIZABETH REBECCA OLSON

Professional summary

ELIZABETH REBECCA OLSON, who also goes by Elizabeth Rebecca Gentry, Liz Gentry, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Huntsville, Alabama.

ELIZABETH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. ELIZABETH has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Biography

Liz Olson, Senior Service Advisor, brings over 20 years of experience and knowledge in the financial services industry. Liz currently holds her Series 7 and 66 licenses. In her current role, Liz will develop, support and manage our client relationships at Twickenham Advisors. Liz will assist with all stages of the client experience from onboarding, planning, investments and conducting client reviews. A native of Atlanta, Liz is new to the Huntsville area. She looks forward to exploring the city with her husband, Dave, and three daughters Charlie, Landry and Ryan. Outside of professional life, Liz is a foodie, loves a family barbeque, an avid cheerleader at her children’s sporting events and spending time with her sweet yellow lab, Maggie.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Rebecca Gentry | Liz Gentry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ELIZABETH REBECCA OLSON's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 13, 2026 - Present

FIFTH THIRD WEALTH ADVISORS LLC

Office #1: 600 Boulevard South Sw Ste 302, Huntsville, AL 35802
RIA
CRD#: 313015
Huntsville, AL
Past

June 3, 2021 - January 21, 2026

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Huntsville, AL
Past

June 3, 2021 - January 21, 2026

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
CHICAGO, IL
Past

November 24, 2015 - May 3, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

November 3, 2015 - May 3, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

May 2, 2006 - October 1, 2015

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
ALPHARETTA, GA
Past

April 24, 2006 - October 1, 2015

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
ALPHARETTA, GA
Past

February 21, 2006 - April 24, 2006

STONEX SECURITIES INC.

BD
CRD#: 18456
ACWORTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FT
FIFTH THIRD WEALTH ADVISORS LLC
FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA
Registered Investment Advisory firm - (8/17/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(1/13/2026)
IAR
Texas
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2005
General Securities Representative Examination

Current Firm

FT
FIFTH THIRD WEALTH ADVISORS LLC
FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA
Registered Investment Advisory firm - (8/17/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
38 Fountain Square Plaza, Cincinnati, OH 45263
Mailing Address
Phone number
(513) 534-7452
Established
Firm type
Fiscal year end
# of Employees
62

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FTWA ADV PART 2 A BROCHURE NOVEMBER 2025 (11/17/2025)

Regulatory assets under management

Total Number of Accounts1,333
AUM (Assets Under Management)$ 6,079,418,273

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
Report
01/24/2025
Cover Page
Report
10/27/2023
Cover Page
Report
03/29/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIFTH THIRD WEALTH ADVISORS LLC

Senior Service AdvisorCRD#: 313015Huntsville, AL 35802

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Contact information

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