U.S. Bank’s high-net-worth business in Naples, Fla., is expanding its services, adding new advisors, and relocating to a larger office space in the upscale neighborhood of Mercato, the Minneapolis-based bank announced Monday.

The Naples office of the bank’s Private Client Reserve, the wealth management unit serving clients with $1 million or more in investable assets, is aggressively adding wealth management professionals to serve clients and prospects in Naples and the surrounding areas. In the last four months, the office has added six new members to the team, bringing the total number of investment and private banking professionals to 10, said Sandra Fleming, Florida market leader for The Private Client Reserve, in a telephone interview.  And she plans to take that number up to 14 by this spring, she said.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access