Clayton Reed | Wealth Management Advisor | Ketchum, ID | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Ketchum Clayton Reed

Wealth Management Advisor
U.S. Bancorp Investments

208.578.3685

Primary office
111 Main St
Ketchum, ID 83340

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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 the Ketchum/Hailey, Salmon and Mackay areas. My experience in the financial industry started in 2019 and I became a Wealth Management Advisor in 2020. I hold a Master of Business Administration from Southern New Hampshire University and a Bachelor of Arts in business from Northwest Nazarene University.

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 Idaho's great outdoors with my beautiful wife and our one-year old daughter, along with our two Bernese Mountain dogs.

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.