Terri Dowell | Investment & Wealth | Burlington, IA | U.S. Bancorp Wealth Management

Terri Dowell

Wealth Management Trust Advisor
U.S. Bank


Primary Office
808 S Roosevelt Ave
Burlington, IA 52601

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About Me

It is my pleasure to serve the financial needs of people in the Southeast Iowa area. I started in the financial industry in 1985.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Giving back to the community is very important to me. Outside of work, I spend my time serving on the boards for Great River Health Systems, Burlington/West Burlington Area United Way, Mississippi Valley Council of Boy Scouts and Southeastern Community College Foundation.

Area of focus

Financial Planning

Retirement Income Planning


Trust Administration

Estate Administration

Charitable Services


About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.