Therese Pershall | Private Banker | Eau Claire, WI | U.S. Bancorp Wealth Management

Therese Pershall

Wealth Management Banker
U.S. Bank


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 clients as a Wealth Management Banker for the Northwest Wisconsin area and the East Central area of Minnesota. I started in the financial industry in 2000. I hold a Bachelor of Science degree in psychology, finance and gerontology from the Minnesota State University Moorhead in Moorhead, Minnesota. NMLS #520553.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the Chippewa Valley Technical College Foundation, Executive Committee, and the University of Eau Claire Foundation Board, Investment Committee. I am involved in the Chippewa Valley Boys and Girls club Finance Committee, Dunn County Women’s Giving Circle Grants Committee, CJ Juvenile Diabetes Foundation, and South Barstow Business Development Board. 


Area of focus

Premium Banking Services

Home Mortgages

Home Equity Line of Credit

Secured and Unsecured Lines of Credit and Loans

Savings and Cash Management

Financing Strategies

Commercial Real Estate Loans

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.