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 retireesbusiness 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

Yvonne Bourk

Private Wealth Advisor
239-566-0807

Kent Lane

Senior Private Wealth Advisor
941-302-2387

Trey Titcomb

Private Wealth Advisor Managing Director
239-566-0806

Jolene Wall

Private Wealth Advisor
239-566-0818

Our leadership

“Helping clients with their finances is about more than just the numbers — it’s about listening and building relationships. It’s about really understanding their stories, goals, concerns and dreams, and connecting on a very human level.”

 

– Basil Anastasopoulos, Market Leader, Florida

Community involvement

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $877,000 in U.S. Bank Foundation and corporate giving and 8,000 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

Our services

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.

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

3 transition strategies for family business succession

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

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.