Ann Beard | Financial Advisor | Bowling Green, KY | U.S. Bancorp Wealth Management

financial advisor in Bowling Green Page Beard

Wealth Management Advisor
U.S. Bancorp Investments

270.745.7592

Primary office
500 East Main Street
Bowling Green, KY 42101

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Bowling Green, Glasgow and Hodgenville areas. My experience in the financial industry started in 1998. I hold a Bachelor of Arts degree in economics from Centre College in Danville, Kentucky. 

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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 am a board member of the Women's Fund of South Central Kentucky and a board member of the Boys and Girls Club of Bowling Green. In my free time, I enjoy anything sports related, spending time with my family, golf, practicing yoga and staying active by going on walks and running.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.