financial advisor in Hamilton Laura Halsey
219 High Street
Hamilton, OH 45011
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office219 High Street
Hamilton, OH 45011
Secondary office4401 Roosevelt Boulevard
Middletown, OH 45044
Secondary office317 Ridge Ave
Lawrenceburg, IN 47025
Secondary office5 North Main Street
Monroe, OH 45050
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.