financial associate in Delphos Stephanie Patton
901 Elida Avenue
Delphos, OH 45833
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It is my pleasure to serve the financial needs of people in the Delphos, Spencerville, Van Wert, Convoy, Kenton, Ada, Minster and Fort Loramie areas. My experience in the financial industry started in 1996 and I became a Wealth Management Associate in 2011. I hold an Associates degree in travel and tourism from the University of Northwestern Ohio.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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.
Outside of work, I actively support The Encore Theater. In my free time, I enjoy working on my website, HauntedEnthusiastes.com, traveling and working on plays at Encore.
Area of focus
Proactive client contact
Wealth team support
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.