Christopher Perry | Investment & Wealth | Rockford, IL | U.S. Bancorp Wealth Management

Chris Perry

CFP®
Wealth Management Trust Advisor
U.S. Bank

815.639.2410

Primary office
6940 Villagreen Vw
Rockford, IL 61107
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About me

It is my pleasure to serve the financial needs of people in the Rockford area. I started in the financial industry in 2005 and became a Wealth Management Trust Advisor in 2012. I hold a Bachelor of Science degree in business administration and economics from Coe College in Cedar Rapids, Iowa, and a Master of Business Administration degree from the University of Phoenix in Las Vegas, Nevada.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Children's Home + Aid organization and on the board for the First Tee of Greater Rockford, a youth development organization. In my free time, I enjoy golfing, traveling and scuba diving.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.