About our office

The Lexington 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 doctors, business owners and philanthropists; 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

headshot of Lee Helmers

Lee Helmers

Private Wealth Advisor, 859-227-8177

headshot of Stinson MILLER

Stinson MILLER

Private Wealth Advisor, 859-338-4098

Our leadership

Leveraging knowledge gained and experiences acquired from the past is the best way to navigate and adapt to the future. These skills are very useful when we serve our private wealth clients.
Sam J. Albritton, Market Leader, Kentucky, Tennessee and North Carolina

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Kentucky, we've provided nearly $4 million in U.S. bank Foundation and corporate giving and over 31,000 in volunteer hours. Our team is actively involved in providing support through a variety of civic, business and philanthropic groups and activities in Lexington, throughout the Bluegrass Area and across Eastern and Central Kentucky.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Address these 4 key issues before selling your business

Thinking about selling your business? U.S. Bank business advisors recommend early planning to assess your readiness, identify stakeholders and set objectives.

3 steps to creating a charitable giving plan

The U.S. Bank Center for Family Philanthropy can help align your strategic wealth planning with your values for more meaningful giving.