wealth management banker in Amelia Kathy Smith
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About me
It is my pleasure to serve the financial needs of people in the Eastside Cincinnati area. My experience in the financial industry started in 2000 and I became a Wealth Management Banker in 2017. NMLS #451506.
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.
In my free time, I enjoy playing beach volleyball, running marathons and spending time with my family.
Area of focus
Premium banking services
Home mortgages
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Financing strategies
Commercial real estate loans
My offices
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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