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

Thank You

Your message has been sent to Bhavesh Patel. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

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

Recommended reading

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Read article

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Read article

Understanding Tax Law Changes

The Biden administration put forth two major initiatives, which were signed into law, included tax law changes. U.S. Bank explains how these changes affect taxpayers.

Read article

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.