Deborah Moretto | Investment & Wealth | Idaho Falls, ID | U.S. Bancorp Wealth Management

Deb Moretto

Wealth Management Trust Advisor
U.S. Bank
CTFA®

208.535.8282

Primary Office
1555 W Broadway St
Idaho Falls, ID 83402

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About Me

 My experience in the financial services industry began in 1993, and it is my pleasure to serve the financial needs of people in the Southeastern Idaho area. I hold a Bachelor of Arts degree from the Western Illinois University and have held the Certified Trust and Financial Advisor designation since 2001.

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 College of Eastern Idaho Foundation and also the board of the Eastern Idaho Estate Planning Council. In my free time, I enjoy spending time outdoors, lifting weights and enjoying time with my animals and 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.