Matthew Jacobson | Investment & Wealth | Des Moines, IA | U.S. Bancorp Wealth Management

Matthew Jacobson

Wealth Management Trust Advisor
U.S. Bank

515.245.6221

Primary office
520 Walnut St
Des Moines, IA 50309

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About me

It is my pleasure to serve the financial needs of people in the greater Des Moines area. I started in the financial industry in 2002 and became an Wealth Management Trust Advisor in 2013. I hold a Bachelor of Science degree in business administration from Mayville State University in Mayville, North Dakota.

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.

I serve on the board of the Des Moines Downtown Chamber of Commerce. I am also a member of the non-profit organization Everybody Wins Iowa. In my free time, I enjoy golf, basketball and biking.

 

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.