Joseph Conway | Investment & Wealth | Cedar Rapids, IA | U.S. Bancorp Wealth Management

Joe Conway

Wealth Management Trust Advisor
U.S. Bank

319.368.4649

Primary Office
222 Second Ave Se
Cedar Rapids, IA 52401
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About Me

It is my pleasure to serve the financial needs of people in the Eastern Iowa area. I started in the financial services industry in 2007 and became a Wealth Management Trust Advisor in 2013. I hold a Bachelor of Arts degree in economics from the University of Notre Dame in South Bend, Indiana, and a Juris Doctorate degree in law from Chicago-Kent College of Law in Chicago, Illinois.

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.

Outside of work, I spend my time serving on the board of the Cedar Rapids Public Library Foundation and also on the board of the crisis prevention association Foundation 2. In my free time, I enjoy spending time with my family.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.