Charlotte Taylor | Investment & Wealth | Duluth, MN | U.S. Bancorp Wealth Management

Charlotte Taylor

Wealth Management Trust Advisor
U.S. Bank
CFP professional®

218.723.2870

Primary Office
130 W Superior St
Duluth, MN 55802

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About Me

It is my pleasure to serve the financial needs of people in the Duluth-Superior and Northern Minnesota area. I started in the financial industry in 1985 and became a Wealth Management Trust Advisor in 2004. I hold a Bachelor of Arts degree in management from the College of Saint Scholastica in Duluth, 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 Lyric Opera of the North. In my free time, I enjoy traveling to Churchill, MB, beading and opera.

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.