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Find a team near you
Wendy Carlson, CWS®
SVP, Private Banking Group Manager815 N Water Street | Milwaukee, WI 53202Cory Van Camp
VP, Personal Trust Relationship ManagerChad Darr, CFP®, CTFA, CRPS, CWS®
VP, Personal Trust Relationship Manager and Lead Financial Planner 5353 Wayzata Blvd. | St. Louis Park, MN 55416John Kvamme, CFP®, CTFA, CEPA
SVP, Senior Financial Advisor 5353 Wayzata Blvd. | St. Louis Park, MN 55416Danielle Picard, JD
SVP, Personal Trust ManagerEmily Schiltz, CFP®
Financial AdvisorTim Hazeltine, CFP®
VP, Personal Trust Relationship Manager8040 Excelsior Drive | Madison, WI 53717Elisabeth Knutson
Associate Financial Planner8040 Excelsior Dr Suite 201 Madison, WI 53717Josh Smith, CFP®, CTFA
Director of Financial Planning Solutions100 W. Wisconsin Ave | Neenah, WI 5495Julie A. O’Rourke CFA, CFP®
Team Leader and Senior Portfolio Manager 612 N Main St. | Rockford, IL 61103Brian Borden, CFP®
Lead Financial Planner200 N. Adams St. | Green Bay, WI 54301Nicole Kowalski, JD
AVP, Personal Trust Relationship Manager 815 N. Water Street | Milwaukee, WI 53202Heather Weller, CFP®, CTFA, CISP
VP, Personal Trust Relationship Manager and Lead Financial Planner 200 North Adams St. | Green Bay, WI 54301Nida Ongkananuwong
VP, Private Banking Account Executive 525 W Monroe Street | Suite 2400 | Chicago, IL 60661Katherine Helke-Vieau, CWS®
SVP, Private Banking Group Manager8040 Excelsior Drive | Madison, WI 53717Michael Janda, CWS®
VP, Private Banker300 N LaSalle Drive | Chicago, IL 60654Caryn Levey, CWS®
SVP, Private Banking Group Manager 525 W Monroe Street | Suite 2400 | Chicago, IL 60661Ashleigh Hutchinson
VP, Private Banker8042 Excelsior Drive | Madison, WI 53717Diane Gantner
SVP, Private Banking Team Leader231 S. Bemiston Suite 700 | Clayton, MO 63105Michael St John, CPA, CRPS®, AIF®
VP, Retirement Plan Consultant 612 Main Street | Rockford, IL 61103Chad Stafko, CFP®, CIMA®
VP, Senior Financial Advisor 6550 N. Illinois Street | Fairview Heights, IL 62208Charity Olson, CWS®, CCTS, CTFA, CSOP
SVP, Personal Trust Manager 200 N Adams St, Green Bay, WI 54301Jesse Drage, CRPS®, CPFA
Senior Vice President, Retirement Plan Consulting Team Leader815 N. Water Street | Milwaukee, WI 53202Amy Sola, CWS®
VP, Private Banker612 N Main Street | Rockford, IL 61103Amy Kempfer
AVP, Private Banking6550 N Illinois | Fairview Heights, IL 62208Michelle Bauer
Vice President, Senior Personal Trust Relationship ManagerWhether you're in Illinois, Minnesota or Wisconsin we have teams that can help you create a comprehensive plan for any stage of life. We offer:
- Private banking
- Financial and wealth planning
- Investment solutions
- Trust and estate administration
Associated Bank also offers services for corporations, nonprofits, government agencies and municipalities including:
- Institutional Asset Management
- Retirement Plan Solutions
- Corporate Trust & Custody Services
Speak with an Associated Bank Private Wealth professional today.
Wherever you see yourself in the future, we’ll be here.
Private Banking Concierge
800-991-7706
Monday-Friday, 8 a.m.-6 p.m.
Saturday, 8:30 a.m.-12:30 p.m.
Customer Care
800-431-4649
Frequently Asked Questions
Who should I contact if I have questions?
For general questions call 800-431-4649.
Do I qualify for services?
Private Banking services are available to clients with $250,000 or more in household income or have investable assets at Associated Bank totaling $500,000 or more.
What should I expect at my first meeting?
We will talk about a variety of topics including banking and credit management, investment, tax and retirement planning, charitable goals, and most importantly, your short and long-term financial goals. We will also ask about your family and plans for the future, discuss our service agreement, setup your accounts, summarize next steps and schedule your next meeting.
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names 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.