Danielle Yingst | Wealth Management Advisor | Sidney, OH | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Sidney Danielle Yingst

Wealth Management Advisor
U.S. Bancorp Investments

937.498.7126

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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 Sidney, Piqua, Troy, Russia, and Versailles. My experience in the financial industry started in 2013 and I became a Wealth Management Advisor in 2015.

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.

Outside of work, I volunteer with Wilma Valentine Childcare, where I also serve as board member. In my free time, I enjoy spending time with my family and coaching youth volleyball.

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

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.

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