Ashlee Vieregger, J.D., CFP®, CTFA AVP, Wealth Management & Trust Officer II
As Assistant Vice President, Wealth Management and Trust Officer II with the Bankers Trust Private Client Services team, Ashlee Vieregger provides comprehensive financial guidance and fiduciary services to high-net-worth individuals and families. As a CERTIFIED FINANCIAL PLANNERTM practitioner, she advises clients on a wide variety of topics, including estate planning, cash flow management, retirement planning, income tax strategies, and education funding, among others. Prior to joining Bankers Trust, Ashlee spent eight years in St. Louis, Missouri, where she served as a Professional Consultant at Moneta Group, a fee-only wealth management firm. Ashlee began her career at Bryan Cave LLP, specializing in electronic discovery for class action, commercial litigation, and corporate banking suits. She also holds designation as a Certified Trust and Financial Advisor.
Ashlee earned her Juris Doctor at Washington University in St. Louis School of Law. She received a Bachelor of Science in business administration with a major in finance, magna cum laude, from Creighton University in Omaha, Nebraska. While in law school, Ashlee received the Fisse Scholar in Law Award and was named a member of The Order of Barristers Honor Society. In her free time, Ashlee enjoys running with her husband, Carl. She is a two-time marathon finisher and has also completed four half marathons.