Anthony Platano | Wealth Management Banker | Ashtabula, OH | U.S. Bancorp Wealth Management

wealth management advisor in Ashtabula Anthony Platano

Wealth Management Advisor
U.S. Bancorp Investments

440-994-7204

Primary office
4717 Park Ave
Ashtabula, OH 44004

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For general account support, call 888-330-6918
ABOUT ME

 

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

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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.