wealth management advisor in Ashtabula Anthony Platano
4717 Park Ave
Ashtabula, OH 44004
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It is my pleasure to serve the financial needs of people in Ashtabula County, Lake Mentor, and Euclid. My experience in the financial industry started in 2016 and I became a Wealth Management Advisor in 2021. I hold a Bachelor of Arts from Bowling Green State University.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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 volunteer with The Ashtabula Arts Center and serve as a board member of The Ashtabula Arts Center. In my free time, I enjoy taking adventures with my wife and daughter. I am also an avid golfer and I have a passion for cooking.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office4717 Park Ave
Ashtabula, OH 44004
Secondary office6269 South Main Steet
North Kingsville, OH 44068
Secondary office6655 Center Street
Mentor, OH 44060
Secondary office191 E Main St
Geneva, OH 44041
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.