Evan Trimble | Wealth Management Advisor | Eagan, MN | U.S. Bancorp Wealth Management

wealth management advisor in Eagan Evan Trimble

Wealth Management Advisor
U.S. Bancorp Investments

651.365.1967

Primary office
3629 Krestwood Lane
Eagan, MN 55123

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in the Eagan and Minneapolis area. My experience in the financial industry started in 2018 and I became a Wealth Management Associate in 2018. California Insurance License #4205676.

I want to make managing your finances as easy as possible for you. As your financial associate, 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.

 

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices

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

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.