wealth management banker in Woodland Thai Doan
120 W Court St
Woodland, CA 95695
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It is my pleasure to serve the financial needs of people in the Sacramento, West Sacramento, Woodland, Davis and Rancho Cordova areas. My experience in the financial industry started in 2005 and I became a Wealth Management Banker in 2013. I am fluent in Spanish. NMLS #648289.
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 volunteer with Habitat for Humanity and various youth sports organizations. In my free time, I enjoy woodworking, grilling and spending time with my family.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office120 W Court St
Woodland, CA 95695
Secondary office221 Estates Dr
Roseville, CA 95678
Secondary office11111 Olson Dr
Rancho Cordova, CA 95670
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.