Private Wealth Management in Cincinnati, OH

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 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

Jane Boerger

Private Wealth Advisor 513-762-8933

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Julie Broadwell

Private Wealth Advisor 513-632-2584

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Contact Julie

Chris Frodge

Private Wealth Advisor 513-632-5519

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Bryan Havighurst

Private Wealth Advisor 513-632-4352

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Andrew Hilton

Private Wealth Advisor 513-632-2583

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Julie Leppo

Private Wealth Advisor 513-455-2062

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Melissa Marsh

Private Wealth Advisor 513-632-4459

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Contact Melissa

Kevin Murray

Private Wealth Advisor 513-632-4164

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Paige Redden

Private Wealth Advisor Partner 513-632-5528

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CHRISTINE SCHAUB

Private Wealth Advisor 513-632-2527

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Contact CHRISTINE

Wally Zancan

Private Wealth Advisor 513-867-5133

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Our leadership

“Taking excellent care of clients means treating their goals as your own, their concerns as your priority, and their trust as your most valuable asset.”

Karlee Schultz, Market Leader, Ohio and Kentucky

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 through Junior Achievement, National Organization of Women Business Owners and others.

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

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 Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Advisors, LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.
Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.