Laura Halsey | Financial Advisor | Hamilton, OH | U.S. Bancorp Wealth Management

financial advisor in Hamilton Laura Halsey

Wealth Management Advisor
U.S. Bancorp Investments

513.867.5182

Primary office
219 High Street
Hamilton, OH 45011

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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 Middletown, Liberty Township, Hamilton, Monroe and Oxford areas in Ohio, as well as Lawrenceburg, Dillsboro, Greendale, Aurora and the surrounding areas in Indiana.. I started in the financial services industry in 1996 and became a financial advisor in 2001.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a 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 spend my time teaching Sunday school, and in my extra free time I enjoy spending time with my family and traveling.

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.