Connect with a wealth professional
We take a wealth planning approach that starts with your unique needs—for yourself, your family and your business.
Find a Private Wealth financial advisor, banker or institutional investment consultant near you.
Lori Allen
Jim Van De Hey, CWS
Michelle Bauer, CWS
Barbara Born
Michael Janda, CWS®
300 N LaSalle Drive | Chicago, IL 60654
Jennifer Jandrin
Nida Ongkananuwong, CWS®
Marifran Georgis, JD, CTFA, CISP
Hunter Bloy, CTFA
Laura Kuhnert, CTFA, CFP
Tami Schneider
Isabell Grethen, CTFA
Charlotte Potucek, JD, CTFA
Judith Wood, JD
Nicole Kowalski, JD, CTFA
Tim Hazeltine, CFP, CWS
Collin Ritzinger, JD
Ma Lee Yang, CTMC
Harrison Barton, CFP®, ChFC®
Adam Sitter, CFP ®
Daniel Fax, CLU, RICP®
Michael St John, CPA, CRPS®, AIF®
Alexander Källebo, CFA ®
Amy Kempfer
6550 N Illinois | Fairview Heights, IL 62208
Eric Lois, CFA ®
Gary Rolain, CFA®
Pat Fry, CFA®
Amanda Bryant, CFA®
Mallory Roush, CRPS™, AIF®
Jeffrey Edwards, CTFA, CFP®
Cory Van Camp
Quinn Williquette
Danielle Picard, JD
Elisabeth Knutson
8040 Excelsior Dr Suite 201 Madison, WI 53717
Lisa Olson
Sarah Kostial
Dan McDermott, JD
Caryn Levey, CWS®
Adam DeMont, CWS®
Katherine Helke-Vieau, CWS®
8040 Excelsior Drive | Madison, WI 53717
Rodi Gauss-Samet
Nick Minkov, CRPC®
Adam Dalke, CFP®, CRPC®
Tyler Slaght, AIF®
Robin Rettke
Chad Stafko, CFP®, CIMA®
Amy Sola, CWS®
612 N Main Street | Rockford, IL 61103
Jesse Drage, CRPS®, CPFA
815 N. Water Street | Milwaukee, WI 53202
Khloe Kocian
123 Dog Ave, Barksville, WI 12345
Elvira Akari
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What to expect when you meet with us
Dreams don’t wait—and neither should you. Discover the difference of truly empowering wealth planning, investing and banking strategies that take you through every chapter of your life.
- We’re in the business of wealth care—a whole new approach to financial management. It’s a strategy built on trust and partnership with a team of wealth professionals who work together to nurture every part of your financial well-being.
- We start by listening; by understanding your unique situation, we can match you to the right services that will meet your needs while still empowering you to choose the option that you feel is best.
- There’s no obligation when you connect with one of our team members.
Wealth services designed around your needs
Our financial advisors and private bankers are dedicated to bringing your goals forward. Their work is backed by teams of specialists in key areas like wealth planning, trust and estate services, business owner planning and executive benefits.
Private Banking
Custom lending and savings solutions tailored for you—ensuring that your finances align with your unique vision and needs. These services fit best for those with at least $500,000 in cash or investments.
Investing
Designed to meet the needs of all investors, our strategies put you in touch with financial advisors in our branches as well as trust, relationship managers and portfolio managers in our Private Wealth offices.
Institutional Services
We provide a range of services for businesses and institutions, encompassing employer retirement planning, investment management and corporate trust and custody.
Connect with an Associated Bank Private Wealth professional.
Loan products are offered by Associated Bank, N.A., and are subject to credit approval and involve interest and other costs. Please ask about details on fees and terms and conditions of these products. Property insurance and flood insurance, if applicable, will be required on collateral. (1050)
Investment, Securities and Insurance Products:
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FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)
