Leslie Miller | WM Investment Portfolio Mgr | Omaha, NE | U.S. Bancorp Wealth Management

Leslie Miller

Portfolio Manager
U.S. Bank
CFA®, CFP professional®

402.536.5174

Primary Office
1700 Farnam St
Omaha, NE 68102

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About Me

It is my pleasure to serve the financial needs of people in the Omaha area. I started in the financial industry in 1986. I hold a Bachelor of Business Administration degree in finance from the University of Texas in Austin, Texas, and a Master of Business Administration degree in finance and accounting from Vanderbilt University in Nashville, Tennessee.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 as a member of the Chartered Financial Analyst (CFA) Institute, and I also serve on the board of the Society of Financial Service Professionals. In my free time, I enjoy traveling, reading, especially biographies and history books, and the arts.

Area of Focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.