Shelley Spillane | Investment & Wealth | Hamilton, OH | U.S. Bancorp Wealth Management

Shelley Spillane

Wealth Management Trust Advisor
U.S. Bank


Primary office
219 High St
Hamilton, OH 45011
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About me

It is my pleasure to serve the financial needs of people in the Hamilton and Oxford areas. My experience in the financial services industry began in 1997, and I hold a Bachelor of Arts degree in sociology from Miami University in Oxford, Ohio.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board for LifeSpan. In my free time, I enjoy traveling, spending time with friends and family.

Area of focus

Financial Planning

Retirement Income Planning


Trust Administration

Estate Administration

Charitable Services


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.