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Brooke Wheatley

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses

NMLS 1245377

Clients I specialize in: New investors, Planning for college, Nearing retirement

It is my pleasure to serve the financial needs of people in Louisville and the surrounding areas. My experience in the financial industry started in 2007 and I became a Wealth Management Banker in 2023.

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.

Outside of work, I volunteer with St. Athanasius. Church. We are active parishioners along with my children attending the school. I believe it is essential to stay involved in their lives. I remain engaged with the school and assist in coaching their sports teams. In my free time, I enjoy spending time with family and friends at our local lake. It's where I can slow down and enjoy life's simple moments.

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.

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.

From purchasing a first home to financing investment property, we have your mortgage needs covered with a variety of loan options, plus information to support you on your homebuying journey.

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.

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.

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.

Contact

502-653-6098

Primary office

3000 Preston Hwy
Louisville, KY, 40217

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Skills

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

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 Advisors professionals focus on investments, planning and insurance.

Meet our team

Blue Ash offers a customized wealth planning approach where the focus is on helping you achieve your version of success.

Meet Blue Ash

Terri Whobrey

Wealth Management Advisor,
U.S. Bancorp Advisors

View Profile

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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 changing

A fresh look at managing cash and investments in today’s changing 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.