Grant Gleason | Financial Advisor | Sidney, OH | U.S. Bancorp Wealth Management

financial associate in Sidney Grant Gleason

Wealth Management Associate
U.S. Bancorp Investments

937.498.7173

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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 Sidney, Anna, Botkins, Jackson Center, Russia and Versailles areas. My experience in the financial industry started in 2018 and I became a wealth management associate in 2020. I hold a Bachelor of Business Administration degree in finance and marketing from the University of Dayton.

I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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 as an assistant boys basketball coach and score keeper for our local high school basketball team. In my free time, I enjoy boating, snow skiing and spending time with family and friends.

Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

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.