Debra Pellati | WM Investment Portfolio Mgr | Vancouver, WA | U.S. Bancorp Wealth Management

Debra Pellati

CFP professional®
Trust Investment Advisor
U.S. Bank

855.594.7236

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About Me

It is my pleasure to serve the financial needs of people in the Vancouver and Portland area. I started in the financial industry in 1991. I hold a Master of Business Administration degree in finance from the University of Tampa in Tampa, Florida.

I want to make managing your finances as easy as possible for you. As your Trust Investment Advisor, I am available by phone when it's convenient for you.

I serve on the board for the U.S. Bank Development Network. In my free time, I enjoy traveling, art galleries and the theater.

Area of Focus

Trust Administration

Estate Administration

Wealth Planning

Fiduciary Investment Management

Specialty Asset Management

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.