Sara O'Toole | Private Banker | Hamilton, OH | U.S. Bancorp Wealth Management

wealth management banker in Hamilton Sara O'Toole

Wealth Management Banker
U.S. Bank

513.867.5169

Primary office
219 High St
Hamilton, OH 45011

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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 Southern Ohio and Indiana area. My experience in the financial industry started in 2011. NMLS #1440608.

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.

Outside of work, I am involved with the U.S. Bank Women's Leadership, Fairfield Youth Athletic Association and Habitat for Humanity. In my free time, I enjoy spending time with my family and the outdoors.

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

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.