Cathy Adams | Investment & Wealth | Des Moines, IA | U.S. Bancorp Wealth Management

Cathy Adams

Wealth Management Trust Advisor
U.S. Bank

515.245.6314

Primary Office
520 Walnut St
Des Moines, IA 50309

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About Me 

It is my pleasure to serve the financial needs of people in the Des Moines, Ames and Central Iowa areas. I started in the financial services industry in 1991 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Science degree in mathematics from Iowa State University.

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 Gilbert Education Foundation, and I am also a member of and volunteer for the Boys & Girls Club of Story County. In my free time, I enjoy watching my kids' activities, reading and supporting Iowa State University athletics.

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.