Andrew J. Thurlow
Vice President | Private Wealth Advisor at U.S. Bank Private Wealth Management
- Role
- Vice President Private Wealth Advisor at U.S. Bank
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Andrew J. Thurlow
Clients I specialize in: Business owners, Executives, PhilanthropistsAs a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients\' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
Experience
Vice President Private Wealth Advisor
Dec 2021 — Present · Las Vegas, NV, US
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.
Education
American College
ChFC, Chartered Financial Consultant
2003 — 2005
Skills
- Personal Financial Planning
- Asset Allocation
- Risk Management
- Estate Tax Planning
- Certified Divorce Financial Analyst
- Certified Financial Planner
- Investment Management
- Insurance Planning
- Thomsonone
- Microsoft Excel
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