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Jeffrey Ponte | Financial Advisor | Washington, MO | U.S. Bancorp Wealth Management

financial advisor in Washington Jeffrey Ponte

Wealth Management Advisor
U.S. Bancorp Investments

636.392.5051

Primary office
114 Oak Street
Washington, MO 63090
Get Directions to 114 Oak Street

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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 Greater St. Louis area. My experience in the financial industry started in 2011.

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 volunteer with the Alzheimer's Association and the Arts and Education Council. In my free time, I enjoy collecting art, antiques and memorabilia. I lead an active lifestyle and I'm an avid car enthusiast, particularly European sports cars.

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

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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.