Kelly Mothmiller | Investment & Wealth | Troy, OH | U.S. Bancorp Wealth Management

Kelly Mothmiller

Wealth Management Trust Advisor
U.S. Bank

937.332.8306

Primary Office
910 W Main St
Troy, OH 45373
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About Me

I started in the Trust and Fiduciary services industry in 1989 and became a Wealth Management Trust Advisor in 2010. 

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 serving on the board of the Miami County Toastmasters club and also on the board of the Troy Dollars for College association. In my free time, I enjoy spending time with family, exercising, spinning and being outdoors.

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.