
trust advisor in Cedar Rapids Phil Hershner
+1 319.368.4568
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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.