The office reports to Sandra Fleming, Florida market leader for The Private Client Reserve of US Bank. It is a part of US Bank’s Wealth Management Group and it is serving clients with more than US$1 million in individual or family wealth.
Go deeper with GlobalData
Further, Fleming reports to Heidi Steiger, East Region president of The Private Client Reserve.
The office of 10 investment and private banking professionals provides investment management, private banking, trust and estate services, financial planning, and multigenerational wealth planning.
Commenting on the move, Steiger said: "We are also offering full-service banking in the new Naples office to meet the banking needs of our wealth management clients."
Few of the recent recruitment of the bank 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 US 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 US Trust in Naples.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
