Thomas Alberts | Investment & Wealth | Richmond, IN | U.S. Bancorp Wealth Management

Thomas Alberts

Wealth Management Trust Advisor
U.S. Bank

765.965.2293

Primary Office
800 E Main St
Richmond, IN 47374

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About Me

It is my pleasure to serve the financial needs of people in the East Central and Southern Indiana areas. My experience in the financial services industry began in 1974. I hold a degree in professional accounting from International Business College and am a graduate of National Trust School at Northwestern 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 Reid Health Foundation and also on the board of the Richmond Art Museum. In my free time, I enjoy collecting Indiana art, attending car shows and spending time with my grandchildren.

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.