financial associate in Madison Kristen Theoharopoulos
1 S. Pinckney Street
Madison, WI 53703
Your message has been sent to Kristen Theoharopoulos. We look forward to being in touch.
Contact meComplete this form and Kristen Theoharopoulos will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Madison area. My experience in the financial industry started in 2008 and I became a Wealth Management Associate in 2011. I hold a Bachelor of Science degree in education from Alverno College.
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 volunteer with the American Lung Association. In my free time, I enjoy spending time with my family and traveling.
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 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.