Denise Kelly | Investment & Wealth | Rochester, MN | U.S. Bancorp Wealth Management

Denise Kelly

Wealth Management Trust Advisor
U.S. Bank

507.285.7928

Primary office
155 First Ave Southwest
Rochester, MN 55902

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About me

It is my pleasure to serve the financial needs of people in the Rochester, Minnesota and the surrounding communities. I started in the financial industry in 1986. I hold a Juris Doctorate degree from Mitchell Hamline School of Law in St. Paul, Minnesota, and Bachelor of Arts degrees in sociology and in German from the University of Minnesota in Duluth, Minnesota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I will partner with a 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 spend my time serving on the board of the Rochester Area Foundation, which is an organization dedicating to improving the quality of life throughout the Rochester area through community and philanthropic partnerships. I also serve on the board of Greater Rochester Rotary Club. In my free time, I enjoy traveling, reading and spending time with my three granddaughters.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.