131 South Barstow Street
Eau Claire, WI 54701
Your message has been sent to Kelly France. We look forward to being in touch.
Contact meComplete this form and Kelly France will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Eau Claire and Chippewa Valley areas. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2005. I hold a Bachelor of Business Administration degree in business and economics from the University of Wisconsin-Eau Claire.
I want to make managing your finances as easy as possible for you. As your Wealth Management 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 staying involved with youth softball and youth soccer, and in my extra free time, I enjoy fishing, traveling and golfing.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.