financial associate in Fort Mitchell Anne Conway
859-394-6508
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About me
It is my pleasure to serve the financial needs of people in the northern Kentucky and Ohio area. My experience in the financial industry started in 1987 and I became a Wealth Management Associate in 2008. I hold a Bachelor of Science degree in business administration from Miami University and a Master of Science degree in finance from The American College.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
In my free time, I enjoy swimming, playing golf, and doing volunteer work.
Area of focus
Client service
Research
Proactive client contact
Wealth team support
Administration
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.
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