wealth management banker in Duluth Kate Welch
130 W Superior St
Duluth, MN 55802
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It is my pleasure to serve the financial needs of people in the Duluth and the Northeast Minnesota communities. My experience in the financial industry started in 2010. NMLS #634816.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.
Outside of work, I serve on the Advisory Council for YMCA Camp Miller and am a mentor for the Kids Plus Program - Northland Foundation. In my free time, I enjoy downhill skiing, traveling and spending time with family and friends.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
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.