Lisa Hamilton | Financial Advisor | Camdenton, MO | U.S. Bancorp Wealth Management

Lisa Hamilton

Wealth Management Advisor
U.S. Bancorp Investments

573.317.9755

Primary office
1076 East Us Highway 54
Camdenton, MO 65020

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About me

It is my pleasure to serve the financial needs of people in the Camdenton, Lake of the Ozarks, Osage Beach, Eldon, Versailles, Laurie, Hermitage, Humansville, Clinton and Warrensburg areas. My experience in the financial industry started in 2016. I hold a Bachelor of Science degree in banking and finance from Central Methodist University in Fayette, Missouri.

I want to make managing your finances as easy as possible for you. As your Wealth Management 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.

In my free time, I enjoy sports, traveling and spending time with my family.  

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.