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Michael Stokes Stokes

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses

NMLS 520559

Clients I specialize in: New investors, Planning for college, Nearing retirement

It is my pleasure to serve the financial needs of people in Mason, Lebanon, Deerfield, and Loveland. My experience in the financial industry started in 2000 and I became a Wealth Management Banker in 2022.

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 volunteer with The Freestore Foodbank, the City of Fairfield, and the Fairfield Youth Football and Baseball Associations. In my free time, I enjoy spending time with my wife and three children. I also enjoy coaching youth football and baseball in my community. My hobbies include playing golf, cooking, and exercising.

Services I specialize in

To support your personal or business needs we offer a range of premier banking products, financing options and exclusive benefits, plus 24/7 account management through digital channels.

Liquid asset secured financing – a line of credit secured by eligible assets in your investment account – can be useful when you want to generate cash flow quickly for a financial opportunity or challenge.

From purchasing a first home to financing investment property, we have your mortgage needs covered with a variety of loan options, plus information to support you on your homebuying journey.

Whether a loan, line of credit or other financing alternative is the best fit for what you’re working to achieve, we’ll help you review your options and create a funding plan.

Contact

513-234-9954

Primary office

5668 Tylersville Rd
Mason, OH, 45040

Get Directions

5100 Socialville Foster Rd
Mason, OH, 45040

3310 W State Route 22 3
Loveland, OH, 45140

620 Columbus Avenue
Lebanon, OH, 45036

8700 S Mason Montgomery Rd
Mason, OH, 45040

Skills

Bachelor of Business Administration in management from Mount Saint Joseph

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

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 Advisors professionals focus on investments, planning and insurance.

Meet our team

Ridgedale offers a customized wealth planning approach where the focus is on helping you achieve your version of success.

Meet Ridgedale

Pat Smith

Wealth Management Advisor,
U.S. Bancorp Advisors

View Profile

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FAQ

Working as your partner, U.S. Bank Wealth Management can develop strategies to help you optimize the management, preservation, and growth of your working capital. We do this by:

Understanding your financial goals and what’s important to you
Developing strategies for maintaining access to cash as you explore new opportunities
Using customized credit options that focus on your specific goals
Providing tools that can help streamline your daily banking activities and complement other aspects of your financial life

Wealth Management Bankers advise you on creative ways to manage both your assets and liabilities. This may include custom credit and loans, mortgage services, jumbo loans, home equity lending, secured lines of credit, and loans, including liquid asset secured financing and more.

We’re happy to meet with you virtually or in person. It’s up to you.