Lauri Ebel | Investment & Wealth | Albuquerque, NM | U.S. Bancorp Wealth Management

Lauri Ebel

Wealth Management Trust Advisor
U.S. Bank
CTFA®

505.222.0057

Primary Office
7900 Jefferson St Ne
Albuquerque, NM 87109

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About Me

It is my pleasure to serve the financial needs of people in the New Mexico area. I started in the financial services industry in 2004 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in psychology and political science from Texas Christian University in Fort Worth, Texas, and a Juris Doctorate degree in law from Marquette University in Milwaukee, Wisconsin.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 being involved in the Albuquerque Community Foundation, and I am also a member of the Albuquerque Museum Planned Giving Support Association. In my free time, I enjoy traveling, reading and films.

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.