financial associate in Columbus Rachel Kurpe
7832 Olentangy River Road
Columbus, OH 43235
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It is my pleasure to serve the financial needs of people in the Greater Columbus area. My experience in the financial industry started in 2007. I hold a Bachelor of Arts degree from Ohio State University.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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 spend my time volunteering for the Ohio Fallen Heroes Memorial.
Area of focus
Proactive client contact
Wealth team support
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.