Casey Shaw | Wealth Management Advisor | Beavercreek, OH | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Beavercreek Casey Shaw

Wealth Management Advisor
U.S. Bancorp Investments

937.306.2408

Primary office
3245 East Dayton Xenia Road
Beavercreek, OH 45434

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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 Beavercreek, Fairborn, and Xenia. My experience in the financial industry started in 2017 and I became a Wealth Management Advisor in 2022.

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.

In my free time, I enjoy spending time with my wife and kids, searching for my inevitably lost golf ball at the local course, playing chess and the guitar.

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.

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