About our office

The Cincinnati team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with retirees, business owners, and corporate executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Kristen Ankenbauer

Private Wealth Advisor
513-632-2066

Bio page Contact Kristen

Jane Boerger

Private Wealth Advisor
513-762-8933

Bio page Contact Jane

Julie Broadwell

Private Wealth Advisor
513-632-2584

Bio page Contact Julie

Terry Davis

Private Wealth Advisor
513-632-4404

Bio page Contact Terry

Thomas Grace

Private Wealth Advisor
513-639-2666

Bio page Contact Thomas

Bryan Havighurst

Private Wealth Advisor
513-632-4352

Bio page Contact Bryan

Andrew Hilton

Private Wealth Advisor
513-632-2583

Bio page Contact Andrew

Alana Hughes

Private Wealth Advisor
513-632-5529

Bio page Contact Alana

Jeffrey Kruse

Private Wealth Advisor
513-632-5561

Bio page Contact Jeffrey

Melissa Marsh

Private Wealth Advisor
513-632-4459

Bio page Contact Melissa

Neil Miller

Private Wealth Advisor
513-287-8317

Bio page Contact Neil

James Ryan

Private Wealth Advisor Managing Director
513-632-4525

Bio page Contact James

Christine Schaub

Private Wealth Advisor
513-632-2527

Bio page Contact Christine

Karlee Schultz

Private Wealth Advisor Managing Director
513-632-2917

Bio page Contact Karlee

Wally Zancan

Private Wealth Advisor
513-867-5133

Contact Wally

Our leadership

"Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”

 

– Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 48,000 in volunteer hours. Our team is actively involved in providing support for the arts, youth, community development and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

Read article

Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read Article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.