
wealth management advisor in Fairlawn Beau Sloan
330.865.4342
2820 West Market Street, Ste. 200
Fairlawn, OH 44333
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About me
It is my pleasure to serve the financial needs of people in the Akron area. My experience in the financial industry started in 1995. I hold a Bachelor of Arts degree in English from the University of Akron.
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.
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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Primary office2820 West Market Street, Ste. 200
Fairlawn, OH 44333
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Secondary office135 Wooster Road North
Barberton, OH 44203 -
Secondary office6511 Brecksville Road
Independence, OH 44131
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.