Trisha Merk | Financial Advisor | Cincinnati, OH | U.S. Bancorp Wealth Management

Trisha Merk

Wealth Management Associate
U.S. Bancorp Investments
AWMA®

513.533.0157

Primary Office
3424 Edwards Road
Cincinnati, OH 45208

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About Me

It is my pleasure to serve the financial needs of people in the Cincinnati area. I started in the financial services industry in 2007 and became a Wealth Management Associate in 2012. I hold a Bachelor of Science degree in marketing from the College of Mount Saint Joseph in Cincinnati, Ohio.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time I enjoy spending time with family and traveling.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.