Jennifer Phillips | Investment & Wealth | Eau Claire, WI | U.S. Bancorp Wealth Management

Jenn Phillips

Wealth Management Trust Advisor
U.S. Bank

715.839.6441

Primary Office
131 S Barstow St
Eau Claire, WI 54701

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About Me

It is my pleasure to serve the financial needs of people in the Northwest Wisconsin area. I started in the financial industry in 2009 and became a Wealth Management Trust Advisor in 2016. I hold a Bachelor of Science degree in personal finance from the University of Wisconsin in Madison, Wisconsin.

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.

Outside of work, I spend my time staying involved in the non-profit organization Junior Achievement. In my free time, I enjoy spending time with my family and participating in outdoor activities.

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.