1015 West Saint Germain Street
Saint Cloud, MN 56301
Your message has been sent to Chad Davey. We look forward to being in touch.
Contact MeComplete this form and Chad Davey will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Central Minnesota Community. I started in the financial industry in 2004 and became a Wealth Management Advisor in 2011. I hold a Bachelor of Arts degree and a Master of Arts degree from the College of St. Scholastica in Duluth, Minnesota.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 supporting the Junior Achievement, a non-profit organization that provides learning opportunities to youth, and I am also involved in the Albany Girls Basketball Association and the Seven Dolors Church. In my free time, I enjoy traveling and doing outdoor activities with my family such as golf and basketball.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.