Denise Kelly | Investment & Wealth | Rochester, MN | U.S. Bancorp Wealth Management

Denise Kelly

Wealth Management Trust Advisor
U.S. Bank

507.285.7928

Primary Office
155 First Ave Southwest
Rochester, MN 55902

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About Me

It is my pleasure to serve the financial needs of people in the Rochester, Minnesota and the surrounding communities. I started in the financial industry in 1986. I hold a Juris Doctorate degree from Mitchell Hamline School of Law in St. Paul, Minnesota, and Bachelor of Arts degrees in sociology and in German from the University of Minnesota in Duluth, Minnesota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Rochester Area Foundation, which is an organization dedicating to improving the quality of life throughout the Rochester area through community and philanthropic partnerships. I also serve on the board of Greater Rochester Rotary Club. In my free time, I enjoy traveling, reading and spending time with my three granddaughters.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.