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Jeremy Sloan | Financial Advisor | Fairlawn, OH | U.S. Bancorp Wealth Management

wealth management advisor in Fairlawn Beau Sloan

Wealth Management Advisor
U.S. Bancorp Investments

330.865.4342

Primary office
2820 West Market Street, Ste. 200
Fairlawn, OH 44333
Get Directions to 2820 West Market Street, Ste. 200

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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 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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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.

Meet my team