Associated Bank

When you work with Associated Bank private wealth, you’re surrounding yourself with a community of trusted experts and specialists. The collaborative team of wealth professionals work together across disciplines to deliver personalized wealth management to each client. “We strive to be the Midwest’s premier client-centric steward of multi-generational wealth,” says Jayne Hladio, Associated Bank’s president of private wealth.

Associated Bank offers concierge service – an elevated offering and level of care across wealth planning, private banking, investing and estate planning. Each member of the team brings a relentless commitment to the client, whether that’s helping families build and protect their wealth, securing their legacy, preparing a couple for retirement or any other goal. They strive to nurture their clients’ financial well-being and peace of mind with a shared purpose: “empowering clients to thrive at work, home and every chapter of life with trusted banking services, tailored investment management and exceptional wealth planning.”

The Private Wealth team boasts extensive wealth planning and investment expertise. That includes local portfolio managers and trust advisors, so that each client gets a level of personal attention and care that is uncommon in the wealth industry. Associated Bank also offers wealth planning and investing services for businesses, including advising companies on their retirement plans and managing their investments. The team’s depth of knowledge means clients are guided toward the best decisions for their situation.

“We’re building something rare in Wisconsin – an experience where leadership stays involved, relationships come first, and outcomes improve,” says Joe Haas, SVP senior private wealth advisory market leader. “It’s thoughtful, personal and built around the client.”