Eric Staab | Wealth Management Advisor | Eagle, ID | U.S. Bancorp Wealth Management

wealth management advisor in Eagle Eric Staab

Wealth Management Advisor
U.S. Bancorp Investments

208-938-7585

Primary office
150 W. State Street
Eagle, ID 83616

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Eagle, McCall and Nampa, Idaho. My experience in the financial industry started in 2012 and I became a Wealth Management Advisor in 2015.

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.

In my free time, I enjoy spending time with my family. golfing, hiking and traveling back to my hometown in Wyoming.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices

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.