Michael Merrill | WM P/C Portfolio Manager | Omaha, NE | U.S. Bancorp Wealth Management

Mike Merrill

Managing Director
U.S. Bank
CFA®

402.536.5178

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 1983 and became a Portfolio Manager in 1993. I hold a Bachelor of Science degree in finance from Penn State University in State College, Pennsylvania and I also hold a Master of Business Administration degree in finance from the University of Michigan in Ann Arbor, Michigan.

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.

In my spare time, I enjoy playing golf and following college football,  and am involved in various community activities.  

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.