Gary Ott | Investment & Wealth | Oshkosh, WI | U.S. Bancorp Wealth Management

Gary Ott

Wealth Management Trust Advisor
U.S. Bank

920.929.2255

Primary Office
111 N Main St
Oshkosh, WI 54901

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About Me

It is my pleasure to serve the financial needs of people in the East Central Wisconsin area. I started in the financial services industry in 1996 and became a Wealth Management Trust Advisor in 2013. I hold a Bachelor of Business Administration degree in marketing from the University of Wisconsin in Milwaukee, 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 serving on the board of the Sophia Foundation. In my free time, I enjoy biking, hunting and traveling with my wife.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.