wealth management banker in Cincinnati Jane Boerger
3424 Edwards Rd
Cincinnati, OH 45208
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Meet my team
It is my pleasure to serve the financial needs of people in the Hyde Park and Montgomery, Ohio areas. My experience in the financial industry started in 1992 and I became a Wealth Management Banker in 2014. I hold a Master of Science degree in personal financial planning from the College for Financial Planning, in addition to that, I hold a Bachelor of Science degree in English from Xavier University. NMLS #908416.
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.
Outside of work, I am involved in my community by supporting youth flag football, and in my free time, I enjoy traveling, working out and all activities with my children.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office3424 Edwards Rd
Cincinnati, OH 45208
Secondary office4825 Marburg Ave Unit B
Cincinnati, OH 45209
Secondary office11810 E Miami River Rd
Cincinnati, OH 45252
Secondary office5655 Vine St
Cincinnati, OH 45216
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.