financial advisor in Woodbury Pat Gherity
8575 Valley Creek Road
Woodbury, MN 55125
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It is my pleasure to serve the financial needs of people in the Woodbury, Cottage Grove, Oakdale and Eastern Twin Cities markets. My experience in the financial industry started in 1996.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management 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 enjoy spending time with my family, taking trips to our cabin in Northern Wisconsin and watching professional sports.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office8575 Valley Creek Road
Woodbury, MN 55125
Secondary office1959 Burns Avenue
Saint Paul, MN 55119
Secondary office7200 80th Street South
Cottage Grove, MN 55016
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.