Susan Richard | Investment & Wealth | Fargo, ND | U.S. Bancorp Wealth Management

Susan Richard

Wealth Management Trust Advisor
U.S. Bank

701.241.8220

Primary office
505 2nd Ave N
Fargo, ND 58102
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About me

It is my pleasure to serve the financial needs of people in the Eastern North Dakota and Western Minnesota areas. My experience in the financial services industry started in 1987. I hold a Bachelor of Science degree in finance from the University of Minnesota in Moorhead, Minnesota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Fargo Moorhead Area Foundation Trustees Committee and also on the board of the Red River Valley Estate Planning Council. In my free time, I enjoy spending time at the lake and traveling with my family.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.