Kathleen Magone | Investment & Wealth | Missoula, MT | U.S. Bancorp Wealth Management

Kathleen Magone

Wealth Management Trust Advisor
U.S. Bank

406.523.2378

Primary Office
2801 Brooks St
Missoula, MT 59801
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About Me

It is my pleasure to serve the financial needs of people in the Missoula, Flathead, Lake, Ravalli, Sanders, Lincoln, Mineral and Granite counties. My experience in the financial services industry began in 2008. I hold a Bachelor of Science degree in English and music from Montana State University in Bozeman, Montana, and a Juris Doctorate degree in law from the University of Montana School of Law in Missoula, Montana.

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 as a trainer for the Court Appointed Special Advocates, and I also serve on the advisory board of the Alexander Blewett III School of Law Tax Institute. In my free time, I enjoy playing several musical instruments, singing, cooking, reading and maintaining my little free library.

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.