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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
By Janet Levaux
June 23, 2020 at 05:34 PM
Veteran wirehouse executive Beth Lawlor is now head of U.S. Bank’s Private Wealth Management unit.
Lawlor has more than 20 years of industry experience and most recently worked at UBS as head of National Field Engagement and Sales for its Wealth Management Banking business (2016-2018).
Prior to that role, she held leadership roles at Merrill Lynch (2013-2016), Morgan Stanley (2010-2013), Wells Fargo Advisors (2008-2010) and Smith Barney (2005-2008).
“Beth is exceedingly client-focused and driven by leading a sales organization,” said Mark Jordahl, U.S. Bank Wealth Management president, in a statement. “She’s a terrific cultural fit for the bank.”
U.S. Bancorp, the parent company of U.S. Bank, is based in Minneapolis and has about 70,000 employees and assets of $543 billion asof March 31, 2020. It overall Wealth Management business, which includes Private Wealth, has $180 billion of total client assets.
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