wealth management advisor in Clinton Shawn Lorion
405 South 3rd Street
Clinton, IA 52732
Your message has been sent to Shawn Lorion. We look forward to being in touch.
Contact mePlease 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
It is my pleasure to serve the financial needs of people in the Clinton, DeWitt and Maquoketa and Dubuque areas. My experience in the financial industry started in 2001 and I became a financial advisor in 2019. I hold a Bachelor of Science degree from Evangel University.
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 support the Clinton Junior Baseball League and Church of the Open Door. In my free time, I enjoy spending time with my family and my interests include volleyball.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office405 South 3rd Street
Clinton, IA 52732
Secondary office712 11th Street
De Witt, IA 52742
Secondary office270 West 7th Street
Dubuque, IA 52001
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.