Heather Borelli, a former senior associate of Abbot Downing, will provide clients of the banks Private Client Reserve unit with integrated investment services.
U.S. Bank has added another wealth management advisor to its high-net-worth business in Naples, Fla.
Heather Borelli, a former senior associate at Abbot Downing, will provide clients of the Private Client Reserve unit with integrated investment services.
Borelli joinsfrom the Naples office of Abbot Downing, where she managed client relationships for the Southeast region. She has more than 20 years of experience in accounting, finance, trusts and wealth management, primarily focused on high-net-worth families, according to U.S. Bank.
The appointment comes on the heels of
The Private Client Reserve defines high-net-worth clients as individuals, families and foundations with more than $1 million in investable assets. It is part of U.S. Banks Wealth Management Group.