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Philip Hershner | Investment & Wealth | Cedar Rapids, IA | U.S. Bancorp Wealth Management

trust advisor in Cedar Rapids Phil Hershner

Wealth Management Trust Advisor
U.S. Bank

+1 319.368.4568

Primary office
222 Second Ave Se
Cedar Rapids, IA 52401
Get Directions to 222 Second Ave Se

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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 the Cedar Rapids-Marion area. I started in the financial services industry in 1989 and became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in psychology and a Juris Doctorate degree in law from the University of Iowa in Iowa City, Iowa.

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.

Outside of work, I spend my time serving on the boards of the Five Seasons Senior Housing program, the Marion Iowa Local Option Sales Tax Oversight Committee as well as the Playtime Poppy Children's Theatre. In my free time, I enjoy the theater and spending time with family.

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 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.