Patrick Conrad | Investment & Wealth | Troy, OH | U.S. Bancorp Wealth Management

Patrick Conrad

Wealth Management Trust Advisor
U.S. Bank

937.332.8821

Primary Office
910 W Main St
Troy, OH 45373

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About Me

It is my pleasure to serve the financial needs of people in the Northern Ohio area. My experience in the financial services industry began in 2007. I hold a Bachelor of Science degree in business management and a Master of Business Administration degree in human resources management from Indiana Wesleyan University in Marion, Indiana.

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.

I am a member of the CFA Society of Dayton and the Troy Ohio Rotary, and in my free time, I enjoy running, hiking 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.