Lorenzo Merrill | WM Investment Portfolio Mgr | Eugene, OR | U.S. Bancorp Wealth Management

Bud Merrill

Portfolio Manager
U.S. Bank

541.465.4043

Primary Office
800 Willamette St
Eugene, OR 97401

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About Me

It is my pleasure to serve the financial needs of people in the Oregon and Northern California area. I started in the financial industry in 1977. I hold a Bachelor of Science degree in business from Lewis and Clark College in Portland, Oregon.

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 being involved in the Babe Ruth Baseball League and am a member of the Eugene Country Club. In my free time, I enjoy golfing, hunting and scuba diving.

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.