Lisa Tetrault Sonterre | Investment & Wealth | Grand Forks, ND | U.S. Bancorp Wealth Management

Lisa Tetrault Sonterre

Wealth Management Trust Advisor
U.S. Bank

701.795.6162

Primary Office
600 Demers Ave
Grand Forks, ND 58201

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About Me

t is my pleasure to serve the financial needs of people in Western Minnesota and Eastern North Dakota areas. I started in the financial services industry in 2001 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in communications from the University of North Dakota in Grand Forks, North Dakota.

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 volunteering with the non-profit organization Junior Achievement, and I am also passionate about supporting women and children in the community. In my free time, I enjoy camping, reading and spending time with my family.

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.