Chad Davey | Financial Advisor | Saint Cloud, MN | U.S. Bancorp Wealth Management

Chad Davey

AAMS®
Wealth Management Advisor
U.S. Bancorp Investments

320.259.8374

Primary office
1015 West Saint Germain Street
Saint Cloud, MN 56301

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About me

It is my pleasure to serve the financial needs of people in the Central Minnesota Community. I started in the financial industry in 2004 and became a Wealth Management Advisor in 2011. I hold a Bachelor of Arts degree and a Master of Arts degree from the College of St. Scholastica in Duluth, Minnesota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 supporting the Junior Achievement, a non-profit organization that provides learning opportunities to youth, and I am also involved in the Albany Girls Basketball Association and the Seven Dolors Church. In my free time, I enjoy traveling and doing outdoor activities with my family such as golf and basketball.

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 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.