METRO_COMFINANCIALADVISOR in Coeur D'Alene Kevin Casey
1603 North Fourth Street
Coeur D'Alene, ID 83814
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Contact meComplete this form and Kevin Casey will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.
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It is my pleasure to serve the financial needs of people in Coeur d'Alene, Post Falls, and St. Maries. My experience in the financial industry started in 2003 and I became a Wealth Management Advisor in 2021.
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 volunteer with Coeur d'Alene Estate Planning Council and Kiwanis. In my free time, I enjoy golfing, fishing, camping and restoring older vehicles.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
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.