FTB Financial Services

When it comes to advising corporate executives and their families, our team understands every detail matters. We anticipate the questions you may or may not ask and work diligently to help you develop and implement a customized financial plan.

Whether you’re planning for retirement, transitioning in your career or preparing your legacy, our highly experienced team works with you to develop a comprehensive financial plan. We will coordinate with your tax and legal advisors and connect you with the research and resources needed to ensure confidence in your financial future.

At a time when you’re looking for peace of mind in delegating responsibility to someone you can trust, our team of professionals will be with you every step of the way.”

Comprehensive Financial Planning


Investment Strategy


Private Banking


Community Involvement


Dan Torbeck has been recognized as an industry leader.

Financial Times Top 400 Advisors, 2014
Barron's Top 1,200 Financial Advisors, 2014, 2015
Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013


Upcoming events

Date Time Event
June 21, 2016 12:00 PM EST Healthcare costs and your financial future RSVP
August 18, 2016 12:00 PM EST Financial Planning RSVP
October 18, 2016 12:00 PM EST Financial Market & Election Update RSVP

Investment Insights

News


FTB Financial Services

The Towers At Kenwood
8044 Montgomery Rd, Ste 200w
Cincinnati, OH 45236

513-794-5400
855-393-4753 fax


Daniel L. Torbeck, CFA

Managing Director Wealth Management
Robert A. Bult, CFP

Senior Vice President Wealth Management
Timothy J. Dumont, CFA

Senior Vice President Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst
Kelly L. Wittich, CFP

Vice President Wealth Management
William M. "Bill" McCarthy, CFP

Vice President Wealth Management
Scott T. Cengia, CFP

Senior Vice President Wealth Management
Mary "Molly" Buquo, CFP

Account Vice President
Dennis C. Klein

Senior Vice President Wealth Management
Krista J. Keehn, CFP

Investment Associate
John S. Whedon, CRPC

Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC)
Craig C. Callery

Investment Associate
Constance G. Haglage, CFP

Senior Wealth Strategy Associate
Curtis T. Bailey, CRPC, CFP

Senior Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC)
CERTIFIED FINANCIAL PLANNER (CFP)
Elizabeth "Beth" Fitzwater

Senior Client Service Associate
Cindy C. Smith

Client Service Associate
Maryann Wolfe

Senior Client Service Associate
Emily Suzanne Losacker

Client Service Associate
Christopher J. "Chris" DeNicola, CFP

Client Service Associate
CERTIFIED FINANCIAL PLANNER (CFP)
Jessica Blair Mccormick

Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Year Ahead 2013
Cashin on the Markets
Top of the Morning Podcasts