Provenance Wealth Advisors
45yrs
Top advisor by experience in Mason
3yrs
Lucy Weigel is a fiduciary financial advisor in Mason, Ohio, with 3 years in the industry. Lucy joined Fifth Third Securities in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 76 advisors with offices in Mason, and one of 64 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office7150 Mason Montgomery Road, Mason, OH 45040
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFifth Third Securities, Inc.Current firm
Contact Lucy
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Lucy. 7150 Mason Montgomery RoadMason, OH 45040Office · Get directions LinkedIn pageFifth Third Securities
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Questions to ask Lucy
Tailored to Lucy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lucy
How do I contact Lucy?
Call Fifth Third Securities at (888) 889-1025 and ask for Lucy Weigel. Lucy works from the Mason, OH office.
How long has Lucy been a financial advisor?
Lucy has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Lucy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lucy a fiduciary?
Lucy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lucy paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Lucy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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