wealth management advisor in Fort Mitchell Alan Childs
405 Buttermilk Pike
Fort Mitchell, KY 41017
Your message has been sent to Alan Childs. We look forward to being in touch.
Contact mePlease complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Fort Mitchell, Elsmere, and Covington areas. My experience in the financial industry started in 2015 and I became a Wealth Management Advisor in 2020.
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.
In my free time, I enjoy cooking, helping locally with environmental improvement, traveling, and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
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.