Walter Zancan | Investment & Wealth | Hamilton, OH | U.S. Bancorp Wealth Management

Wally Zancan

Wealth Management Trust Advisor
U.S. Bank
Primary Office
219 High St
Hamilton, OH 45011

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About Me

It is my pleasure to serve the financial needs of people in the Butler County area. I started in the financial services industry in 2010 and became a Wealth Management Trust Advisor in 2015. I hold a Bachelor of Science degree from Marquette University in Milwaukee, Wisconsin.

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 on the board of Junior Achievement, Butler County United Way, Great Miami Valley YMCA, and the Business Education Collaborative. And that I'm also involved in Hamilton Rotary. In my free time, I enjoy spending time traveling with my family, golfing and supporting Marquette University basketball.

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.

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