MINNEAPOLIS – May 27, 2016 – Chad Darr, relationship manager with Associated Bank, has been named lead financial planner with the Private Client and Institutional Services division. In this expanded role, he will continue efforts to drive growth in the market and integrate goal based financial planning and investing throughout the Minnesota market.
Darr has been with Associated since 2011 and previously served as vice president, personal trust relationship manager where he was responsible for working closely with high-net-worth individuals and their families providing financial planning, investment management, estate planning and trust services. His financial background includes specialties in financial planning, portfolio management, and qualified retirement plans. Prior to joining Associated Darr served as financial advisor with UBS and Morgan Stanley.
A graduate of Augsburg College, Darr earned a bachelor’s degree in finance and history. He holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM designation, Series 7, 65, 63 and 31 securities licenses and Minnesota life and health insurance license.
Darr’s office is located at 5353 Wayzata Blvd., St. Louis Park, MO.