The Private Client Reserve of U.S. Bank has appointed Heather Borelli as wealth management advisor in Naples, Fla. Borelli has more than 20 years of experience in accounting, finance, trusts and wealth management, primarily focused on high-net-worth families. Previously, she served as senior associate of Abbot Downing’s Naples office, where she managed client relationships for the southeast region.
Please send On the Move items to Kathy Lynch.
