Walter Zancan | Investment & Wealth | Hamilton, OH | U.S. Bancorp Wealth Management

Wally Zancan

Wealth Management Trust Advisor
U.S. Bank
Primary office
219 High St
Hamilton, OH 45011

Thank You

Your message has been sent to Wally Zancan. We look forward to being in touch.

Contact me

Complete this form and Wally Zancan will contact you to discuss your needs.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

About me

It is my pleasure to serve the financial needs of people in the Butler County area. I started in the financial services industry in 2010 and became a Wealth Management Trust Advisor in 2015. I hold a Bachelor of Science degree from Marquette University in Milwaukee, Wisconsin.

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 of Junior Achievement, Butler County United Way, Great Miami Valley YMCA, and the Business Education Collaborative. And that I'm also involved in Hamilton Rotary. In my free time, I enjoy spending time traveling with my family, golfing and supporting Marquette University basketball.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.