Lauri Ebel | Investment & Wealth | Albuquerque, NM | U.S. Bancorp Wealth Management

Lauri Ebel

CTFA®
Wealth Management Trust Advisor
U.S. Bank

505.222.0057

Primary office
7900 Jefferson St Ne
Albuquerque, NM 87109

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About me

It is my pleasure to serve the financial needs of people in the New Mexico area. I started in the financial services industry in 2004 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in psychology and political science from Texas Christian University in Fort Worth, Texas, and a Juris Doctorate degree in law from Marquette University in Milwaukee, Wisconsin.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 being involved in the Albuquerque Community Foundation, and I am also a member of the Albuquerque Museum Planned Giving Support Association. In my free time, I enjoy traveling, reading and films.

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.