Mat Turner | Financial Advisor | Clayton, MO | U.S. Bancorp Wealth Management

financial advisor in Clayton Mat Turner

Wealth Management Advisor
U.S. Bancorp Investments

314.505.8089

Primary office
10 North Hanley Road
Clayton, MO 63105

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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 St. Louis area. My experience in the financial industry started in 2005. I hold a Bachelor of Arts degree in history from Washington University and a Juris Doctorate degree from the Washington University School of Law. California Insurance License #OK39206.

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 serve as a board member of the Saint Louis Art Museum Planned Giving Council and volunteer with the William Greenleaf Eliot Society for the Washington University School of Law.
 

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.