Susan Lambert | PCG Trust Relationship Mgr | Cincinnati, OH | U.S. Bancorp Wealth Management

Susan Lambert

Trust Administrator
U.S. Bank
CTFA®

855.249.5587

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About Me

It is my pleasure to serve the financial needs of people in the Cincinnati area. My experience in the financial services industry began in 1989 and I became a Trust Administrator in 1989. I hold a Bachelor of Science degree in business administration from College of Mount Saint Joseph in Cincinnati, Ohio.

I want to make managing your finances as easy as possible for you. As your Trust Administrator, I am available by phone when it's convenient for you.

In my free time, I enjoy traveling and spending time with my family.

Area of Focus

Trust Administration

Estate Administration

Wealth Planning

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.