About our office

The Naples 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 achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Heather Borelli

Private Wealth Advisor

239-566-0807

Contact Heather

Scott Kremer

Private Wealth Consultant

239-566-0814

Contact Scott

Trey Titcomb

Private Wealth Advisor Managing Director

239-566-0806

Contact Trey

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $465,000 in U.S. Bank Foundation and corporate giving and 9,000 in volunteer hours. Our team is actively involved in providing support through changing domicile seminars, STARability Foundation, Guadalupe Center, Step Up for Students and others.

Community involvement

Our services

 

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

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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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