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Mary Rose Shelley

Private Wealth Advisor - U.S. Bank

Professional designations, credentials and licenses
NMLS 2842528
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Clients I specialize in: Attorneys and accountants, Wealth creators, Women

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2026. I help clients succeed by by listening and coordinating a strategic response to desired outcomes. I will partner with my clients to form a comprehensive financial plan, create an investment objective, manage family risks and put together financing for family or business needs.

I live in Waterloo, and serve clients in the Cedar Valley. I enjoy being active in my community, I serve as a member of the Iowa State Bar Association Black Hawk County Bar Association, and Black Hawk County Estate Planning Council. When I am not at work, I enjoy being active and spending time with my family.

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Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

Primary office
425 Cedar St
Waterloo, IA, 50701
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.

Explore our news and insights

Market news

Read our up-to-date reports on economic events and news from the markets.

Trust and estate planning

Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.