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Shawn Overman | Wealth Management Banker | Blue Ash, OH | U.S. Bancorp Wealth Management

Private Banker in Blue Ash Shawn Overman

Wealth Management Banker
U.S. Bank

877.230.9678

Primary office
9545 Kenwood Rd
Blue Ash, OH 45242
Get Directions to 9545 Kenwood Rd

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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 Blue Ash area. My experience in the financial industry started in 2010 and I became a Wealth Management Banker in 2022. I hold a Bachelor of Business Administration from University of Cincinnati.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with family, volunteering and completing home improvements.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

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.

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