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 month.
“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.”
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