Robert Shaw | Investment & Wealth | Billings, MT | U.S. Bancorp Wealth Management

Bobby Shaw

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

406.657.8189

Primary Office
303 N Broadway
Billings, MT 59101

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About Me

It is my pleasure to serve the financial needs of people in the Billings and South Central Montana areas. My experience in the financial services industry began in 2005 and became I a Wealth Management Trust Advisor in 2016. I hold a Bachelor of Arts degree in history from Northwestern State University in Natchitoches, Louisiana, and a Master of Arts degree in music from the New Orleans Seminary in New Orleans, Louisiana.

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 directing choral music at the First Christian Church. In my free time, I enjoy water fowling, bass fishing and hiking in the mountains of Montana.

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.