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Stevie Williams

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses
NMLS 1652305
headshot of Stevie Williams
Clients I specialize in: New investors, Nearing retirement, Established investors

It is my pleasure to serve the financial needs of people in Prairie Village, Kansas City, and Raymore. My experience in the financial industry started in 2017 and I became a Wealth Management Banker in 2022.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.

Services I specialize in

To support your personal or business needs we offer a range of premier banking products, financing options and exclusive benefits, plus 24/7 account management through digital channels.

A home equity line of credit, or HELOC, works like a credit card that’s secured by the equity you have in your home, and can be a cost-effective way to pay for major purchases.

Whether a loan, line of credit or other financing alternative is the best fit for what you’re working to achieve, we’ll help you review your options and create a funding plan.

Lines of credit that are secured (meaning guaranteed by collateral such as your home) or unsecured can be a good option if you need ongoing access to funds or don’t know the full cost of an upcoming project.

Liquid asset secured financing – a line of credit secured by eligible assets in your investment account – can be useful when you want to generate cash flow quickly for a financial opportunity or challenge.

Cash and cash equivalents offer liquidity and a source of emergency funds, but the role cash should play in your portfolio varies based on your spending needs, risk tolerance and investing timeframe.

Primary office
6940 Mission Rd
Prairie Village, KS, 66208
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Skills

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.

Insights from our experts

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.

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.

Cash management and investing strategies when interest rates are up

A fresh look at managing cash and investments in today’s higher interest rate environment.

FAQ

Working as your partner, U.S. Bank Wealth Management can develop strategies to help you optimize the management, preservation, and growth of your working capital. We do this by:

  • Understanding your financial goals and what’s important to you
  • Developing strategies for maintaining access to cash as you explore new opportunities
  • Using customized credit options that focus on your specific goals
  • Providing tools that can help streamline your daily banking activities and complement other aspects of your financial life

Wealth Management Bankers advise you on creative ways to manage both your assets and liabilities. This may include custom credit and loans, mortgage services, jumbo loans, home equity lending, secured lines of credit, and loans, including liquid asset secured financing and more.

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures