Find a Financial Advisor or banker

Financial advisors and bankers in Cincinnati, OH

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Frank Cradduck

Frank Cradduck

Wealth Management Advisor, U.S. Bancorp Investments

headshot of John Rack

John Rack

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Teresa Lucas

Teresa Lucas

Wealth Management Associate, U.S. Bancorp Investments

headshot of Nick Ciampone

Nick Ciampone

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Jennifer Douglas

Jennifer Douglas

Wealth Management Associate, U.S. Bancorp Investments

headshot of Ron Brickman

Ron Brickman

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Trisha Merk

Trisha Merk

Wealth Management Associate, U.S. Bancorp Investments

headshot of James Locke

James Locke

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Mary Ann Schmutte

Mary Ann Schmutte

Wealth Management Associate, U.S. Bancorp Investments

headshot of John LaFavre

John LaFavre

Wealth Management Associate, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Tamara Ackermann

Tamara Ackermann

Wealth Management Banker, U.S. Bank

headshot of Stephen Taylor

Stephen Taylor

Wealth Management Banker, U.S. Bank

headshot of Lucas Bell

Lucas Bell

Wealth Management Banker, U.S. Bank

headshot of Joseph List

Joseph List

Wealth Management Banker, U.S. Bank

headshot of Zona Mohsin

Zona Mohsin

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Bryan Havighurst

Bryan Havighurst

Private Wealth Advisor, U.S. Bank

headshot of CHRISTINE SCHAUB

CHRISTINE SCHAUB

Private Wealth Advisor, U.S. Bank

headshot of James Ryan

James Ryan

Private Wealth Advisor Managing Director, U.S. Bank

headshot of Jeffrey Kruse

Jeffrey Kruse

Private Wealth Advisor, U.S. Bank

headshot of Julie Broadwell

Julie Broadwell

Private Wealth Advisor, U.S. Bank

headshot of Karlee Schultz

Karlee Schultz

Private Wealth Advisor Managing Director, U.S. Bank

headshot of Kristen Ankenbauer

Kristen Ankenbauer

Private Wealth Advisor, U.S. Bank

headshot of Luke Alley

Luke Alley

Private Wealth Advisor, U.S. Bank

headshot of Thomas Grace

Thomas Grace

Private Wealth Advisor, U.S. Bank

headshot of Terry Davis

Terry Davis

Private Wealth Advisor, U.S. Bank

headshot of Neil Miller

Neil Miller

Private Wealth Advisor, U.S. Bank

headshot of Jane Boerger

Jane Boerger

Private Wealth Advisor, U.S. Bank

headshot of Melissa Marsh

Melissa Marsh

Private Wealth Advisor, U.S. Bank

headshot of ALANA HUGHES

ALANA HUGHES

Private Wealth Advisor, U.S. Bank

headshot of Kevin Murray

Kevin Murray

Private Wealth Advisor, U.S. Bank

headshot of Andrew Hilton

Andrew Hilton

Private Wealth Advisor, U.S. Bank

Disclosures