Greg Wassom | WM Investment Portfolio Mgr | Bowling Green, KY | U.S. Bancorp Wealth Management

Greg Wassom

CFP®, CFA®
Portfolio Manager
U.S. Bank

270.745.7682

Primary office
500 E Main St
Bowling Green, KY 42101

Thank You

Your message has been sent to Greg Wassom. We look forward to being in touch.

Contact me

Complete this form and Greg Wassom will contact you to discuss your needs.

* 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 *

About me

It is my pleasure to serve the financial needs of people in the South Central Kentucky area including Bowling Green and Owensboro, KY. I started in the financial industry in 1990 and became a Portfolio Manager in 1998. I hold a Bachelor of Science degree in finance from Western Kentucky University in Bowling Green, Kentucky, and a Master of Business Administration degree from the University of Mississippi in Oxford, Mississippi.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 Western Kentucky University Business Advisory Council.

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.