Rachel Kurpe | Financial Advisor | Columbus, OH | U.S. Bancorp Wealth Management

financial associate in Columbus Rachel Kurpe

Wealth Management Associate
U.S. Bancorp Investments

614.885.2201

Primary office
7832 Olentangy River Road
Columbus, OH 43235

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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 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

Client service

Research

Proactive client contact

Wealth team support

Administration

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.