Jeffrey Trudeau | WM Investment Portfolio Mgr | Spokane, WA | U.S. Bancorp Wealth Management

Jeff Trudeau

Portfolio Manager
U.S. Bank
CFA®

509.835.6070

Primary Office
428 W Riverside Ave 2nd Floor
Spokane, WA 99201

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About Me

It is my pleasure to serve the financial needs of people in the Washington and Northern Idaho area. I started in the financial industry in 1990. I hold a Bachelor of Arts degree in finance and general management from Eastern Washington University in Cheney, Washington.

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.

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.