Sarah Leonard | Investment & Wealth | Iowa City, IA | U.S. Bancorp Wealth Management

Sarah Jean Leonard

Wealth Management Trust Advisor
U.S. Bank

319.356.9048

Primary Office
204 E Washington St, Po Box 1880
Iowa City, IA 52240
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About Me

It is my pleasure to serve the financial needs of people in the Iowa City and South East Iowa area. I started in the financial industry in 2013. I hold a Bachelor of Arts degree in art history and religious studies from the University of Iowa, and a Juris Doctorate degree from the William Mitchell College of Law in Saint Paul, Minnesota.

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 Iowa Women's Foundation and also on the board of the Altrusa International of Iowa City, Incorporated. In my free time, I enjoy reading, cross stitching and spending time with my husband and son.

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.