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What to expect from your financial advisor

Your goals are what guide us. Partnering with a financial advisor starts with conversations about your priorities and what you want to achieve – now and into the future. From there, your financial advisor will develop a personalized plan that fits your needs and situation. As your life changes, you can expect your advisor to keep the conversation going with recommendations for your wealth plan, market news and analysis, plus access to the latest wealth technology to help you manage your finances.

Our wealth management team

Financial advisors and private wealth advisors

Our wealth planning professionals will help create a financial plan that meets your needs now and into the future.

Wealth management advisors

Our financial advisors from U.S. Bancorp Investments will coordinate a breadth of resources to help meet your wealth management needs.

Private wealth advisors

Our wealth advisors from U.S. Bank support individuals or families with significant wealth and complex planning needs. Your advisor will work with our wealth specialists to create your custom financial plan.

Wealth management specialists

Based on your needs and goals, your financial advisor will work with other U.S. Bank wealth specialists to create a customized wealth plan. Our U.S. Bank wealth specialists offer investment portfolio management, trust and estate services, and wealth management banking strategies.

Wealth management bankers

Our wealth management bankers develop strategies that complement your financial plan. They provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.

Trust advisors

Providing for loved ones and the causes that matter most to you takes thoughtful planning. Our trust advisors, working with your legal counsel, can help you with your trust and estate needs.

Portfolio managers

Our portfolio managers create an investing strategy based on your financial needs and risk tolerance, and then provide ongoing portfolio oversight and adjustments.



Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Investing insights

Access our latest thought leadership on investing.

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Trust and estate planning tips

Learn about types of trusts, choosing a trustee, how to involve your family and more.

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