Vern Summers | WM Investment Portfolio Mgr | Minneapolis, MN | U.S. Bancorp Wealth Management

Vern Summers

Portfolio Manager
U.S. Bank

612.313.5197

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About Me

It is my pleasure to serve the financial needs of people in the Saint Paul and Minneapolis area. I started in the financial industry in 2014. I hold a Bachelor of Arts degree in economics from Augsburg College in Minneapolis, Minnesota.

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 as a volunteer and member of the youth development organization, Junior Achievement. In my free time, I enjoy running.

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.