NAPLES, Fla. -- (Business Wire)
U.S. Bank, ranked among the top 20 U.S. wealth managers, announced today
that it is expanding and relocating the Naples office of The Private
Client Reserve of U.S. Bank to Mercato. The office of 10 investment and
private banking professionals offers investment management, private
banking, trust and estate services, financial planning, and
multigenerational wealth planning. The office reports to Sandra Fleming,
Florida market leader for The Private Client Reserve of U.S. Bank, part
of U.S. Bank’s Wealth Management Group serving clients with more than $1
million in individual or family wealth. Fleming reports to Heidi
Steiger, East Region President of The Private Client Reserve.
“The expansion and relocation of our Naples office reflects U.S. Bank’s
continuing commitment to high-net-worth clients in Florida,” Steiger
said. “We are also offering full-service banking in the new Naples
office to meet the banking needs of our wealth management clients.”
The Private Client Reserve’s Naples office, which has served the Naples
area for more than 10 years, is aggressively adding additional wealth
management professionals to serve its fast-growing base of clients and
prospects in Naples and the surrounding area. The most recent additions
are Jack Randall, senior vice president and wealth management advisor
who joined the firm from Wells Fargo’s Abbott Downing office in Naples;
Jason Philips, private banker from U.S. Bank Commercial Banking in
Columbia, Mo.; Dana Lazich, wealth management banking associate from
SunTrust in Naples; Jonathan Wheeler, wealth management banking
associate from Lexington Asset Management in Naples; and Jeanne Melheim,
a new trust associate who joined the firm from U.S. Trust in Naples this
“We are delighted to have these new wealth management professionals with
such deep experience join our Naples office,” Fleming said. “They all
have extensive experience in serving the wealth and
investment-management needs of individuals, families, business owners,
entrepreneurs, corporate executives and non-profit organizations.”
The Private Client Reserve’s Naples office has traditionally been a
major supporter of the Naples community. In 2011, the office made a
$100,000 donation to the Golisano Children’s Museum of Naples to sponsor
the U.S. Bank Entry Way. In December 2012, the Naples office sponsored a
holiday gift exchange party for 130 children and their families at the
Golisano Children’s Museum as part of the Legal Aid Service’s “Adopt a
Family” holiday gift program. The Naples office also sponsored the 13th
annual Naples Winter Wine Festival, ranked by Wine Spectator as
the most successful charity wine auction in the nation, in January of
this year. The proceeds of the wine festival will benefit the Naples
Children and Education Foundation, which serves underprivileged and
at-risk children. The Naples office also sponsored the event last year.
The Private Client Reserve’s new Naples office is located at 9105 Strada
Place, Suite 3200, in Mercato. Plans are being made for a series of
color photographs by the artist Christopher Rauschenberg, son of Robert
Rauschenberg, to be exhibited throughout the new office.
About The Private Client Reserve of U.S. Bank
Client Reserve of U.S. Bank is a provider of comprehensive wealth
management solutions for high-net-worth individuals, families and
foundations with investable assets of more than $1 million. Highly
experienced wealth management advisors lead client-focused teams that
deliver forward-thinking, customized strategies including investment
management, private banking, personal trust and estate administration,
financial planning and insurance services designed for each client’s
unique goals and needs. The Private Client Reserve is a part of U.S.
Bank’s Wealth Management Group. For more information, visit www.privateclientreserve.usbank.com.
About U.S. Bank
Minneapolis-based U.S. Bancorp (NYSE: USB),
with $354 billion in assets as of December 31, 2012, is the parent
company of U.S. Bank, the fifth-largest commercial bank in the United
States. The company operates 3,084 banking offices in 25 states and
5,065 ATMs and provides a comprehensive line of banking, brokerage,
insurance, investment, mortgage, trust and payment services products to
consumers, businesses and institutions. Visit U.S. Bancorp on the web at www.usbank.com.
* Barron’s "Top 40 Wealth Managers," Sept. 17, 2012, ranked by client
assets in accounts of $5 million or more as of June 30, 2012
Deposit products offered by U.S. Bank National Association. Member FDIC.
Credit products offered by U.S. Bank and subject to normal credit
Investment products are:
|Not a Deposit||
||Not FDIC Insured||
||Not Guaranteed by the Bank|
|May Lose Value||
||Not Insured by Any Federal Government Agency|
Insurance products, including annuities, are available through U.S.
Bancorp Insurance Services, LLC, U.S. Bancorp Investments, Inc., in
Montana: U.S. Bancorp Insurance Services of Montana, Inc., and in
Wyoming: U.S. Bancorp Insurance & Investments, Inc. All are licensed
insurance agencies and subsidiaries of U.S. Bancorp and affiliates of
U.S. Bank. Insurance and annuity policies are underwritten by
unaffiliated insurance companies and may not be available in all states.
California Agency #OE24641. U.S. Bank is not responsible for and does
not guarantee the products, services, or performance of its affiliates.
U.S. Bank and its representatives do not provide tax or legal advice.
Each individual’s tax and financial situation is unique. Individuals
should consult their tax and/or legal advisor for advice and information
concerning their particular situation.
U.S. Bank is not affiliated with the companies or organizations
mentioned above. U.S. Bank is not responsible for and does not guarantee
the products, services or performance of third party providers.
Vice President, Public Relations
U.S. Bank Wealth
Source: U.S. Bancorp