William Carrillo | Financial Advisor | Colorado Springs, CO | U.S. Bancorp Wealth Management

financial advisor in Colorado Springs Rod Carrillo

Wealth Management Advisor
U.S. Bancorp Investments

719.260.4562

Primary office
1125 Garden Of The Gods Rd
Colorado Springs, CO 80907

Thank You

Your message has been sent to Rod Carrillo. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Colorado Springs area. My experience in the financial industry started in 2012. I hold a Bachelor of Arts degree in social science and economics from Colorado State University-Ft. Collins.

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 provide leadership and professional development insights as an Alumni Advisor for Sigma Alpha Epsilon at Colorado State University-Ft. Collins. In my free time, I enjoy playing ice hockey, guitar and working with my horses. 

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

My offices

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.