Sheryl DeVoss | Wealth Management Advisor | Phoenix, AZ | U.S. Bancorp Wealth Management

wealth management advisor in Phoenix Kim DeVoss

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

602.222.4649

Primary office
2222 E Camelback Rd
Phoenix, AZ 85016

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Tempe, Mesa, and Phoenix as well as clients in MN, WI, NC, and WA and Oregon. My experience in the financial industry started in 1981 and I became a Wealth Management Advisor in 2013. I hold a Bachelor of Business Administration in Business Administration from University of MN Duluth. California Insurance License 1538099.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Sunshine Acres, Mountain View Lutheran Church, East Valley Boys and Girls Club and New Leaf. In my free time, I enjoy singing and have performed the National Anthem at major sporting events. I perform in a jazz trio, and also perform with a Christian rock band.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.