Terri Dowell | Investment & Wealth | Burlington, IA | U.S. Bancorp Wealth Management

Terri Dowell

CTFA®
Wealth Management Trust Advisor
U.S. Bank

319.753.8761

Primary office
808 S Roosevelt Ave
Burlington, IA 52601

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About me

It is my pleasure to serve the financial needs of people in the Southeast Iowa area. I started in the financial industry in 1985.

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.

Giving back to the community is very important to me. Outside of work, I spend my time serving on the boards for Great River Health Systems, Burlington/West Burlington Area United Way, Mississippi Valley Council of Boy Scouts and Southeastern Community College Foundation.

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.