Wendy Simpson | Financial Advisor | Naperville, IL | U.S. Bancorp Wealth Management

Wendy Simpson

Wealth Management Associate
U.S. Bancorp Investments

630.236.5496

Primary office
4455 Montgomery Road
Naperville, IL 60564

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About me

It is my pleasure to serve the financial needs of people in the Naperville area. I started in the financial services industry in 1989. I hold a Bachelor of Arts degree from Butler University in Indianapolis, Indiana.

I want to make managing your finances as easy as possible for you. 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.

Outside of work,I am involved in music and voice pedagogy. In my free time I enjoy golf, opera and spending time with family and friends.

Area of focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.