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Bhavesh Patel | Wealth Management Associate | Morton Grove, IL | U.S. Bancorp Wealth Management

Client Associate in Morton Grove Bhavesh Patel

Wealth Management Associate
U.S. Bancorp Investments

847.967.1518

Primary office
9339 Waukegan Rd
Morton Grove, IL 60053
Get Directions to 9339 Waukegan Rd

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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 Morton Grove. My experience in the financial industry started in 2015 and I became a Wealth Management Associate in 2017. I hold an Associate degree in civil engineering from Government Polytechnic, India. I am fluent in English, Gujarati, Hindi.

I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with my wife and a daughter. I like to do DIY projects around home, and also enjoy traveling and inviting friends over for outdoor cooking.

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

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