Carolyn Rafferty | Investment & Wealth | Waterloo, IA | U.S. Bancorp Wealth Management

Carolyn Rafferty

Wealth Management Trust Advisor
U.S. Bank

319.235.3237

Primary office
425 Cedar St
Waterloo, IA 50701

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About me

It is my pleasure to serve the financial needs of people in the Cedar Valley area. I started in the financial industry in 2015. I hold a Bachelor of Arts degree in biology from the University of St. Thomas in St. Paul, Minnesota, and a Juris Doctorate degree in law from Marquette University in Milwaukee, Wisconsin.

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 board of Black Hawk County Conservation and the board of Harbaugh-Williams Education Promise Fund, which is dedicated to leveling the academic playing field for African American youth. In my free time, I enjoy traveling, tennis and spending time with family and friends.

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.