Carolyn Rafferty | Investment & Wealth | Waterloo, IA | U.S. Bancorp Wealth Management

Carolyn Rafferty

Wealth Management Trust Advisor
U.S. Bank

319.235.3237

Primary Office
425 Cedar St
Waterloo, IA 50701

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About Me

It is my pleasure to serve the financial needs of people in the Cedar Valley area. I started in the financial industry in 2015. I hold a Bachelor of Arts degree in biology from the University of St. Thomas in St. Paul, Minnesota, and a Juris Doctorate degree in law from Marquette University in Milwaukee, Wisconsin.

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 Black Hawk County Conservation and the board of Harbaugh-Williams Education Promise Fund, which is dedicated to leveling the academic playing field for African American youth. In my free time, I enjoy traveling, tennis and spending time with family and friends.

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.