Elie Hleiss | Wealth Management Advisor | Saint Louis, MO | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Saint Louis Elie Hleiss

Wealth Management Advisor
U.S. Bancorp Investments

314.849.7157

Primary office
13001 Tesson Ferry Road
Saint Louis, MO 63128

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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 Tesson Ferry, Oakville and Heege areas.I am fluent in Arabic.

I want to help make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate, 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 volunteer with Habitat for Humanity and St. Raymond’s Church. and serve as a board member of St. Raymond’s Festival. In my free time, I enjoy 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

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.