Greg Wassom | WM Investment Portfolio Mgr | Bowling Green, KY | U.S. Bancorp Wealth Management

Greg Wassom

Portfolio Manager
U.S. Bank
CFP professional®, CFA®

270.745.7682

Primary Office
500 E Main St
Bowling Green, KY 42101

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About Me

It is my pleasure to serve the financial needs of people in the South Central Kentucky area including Bowling Green and Owensboro, KY. I started in the financial industry in 1990 and became a Portfolio Manager in 1998. I hold a Bachelor of Science degree in finance from Western Kentucky University in Bowling Green, Kentucky, and a Master of Business Administration degree from the University of Mississippi in Oxford, Mississippi.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 Western Kentucky University Business Advisory Council.

Area of Focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.