Chad Monnin | Investment & Wealth | Troy, OH | U.S. Bancorp Wealth Management

Chad Monnin

CFP®, CTFA®
Wealth Management Trust Advisor
U.S. Bank

937.332.8346

Primary office
910 W Main St
Troy, OH 45373

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About me

It is my pleasure to serve the financial needs of people in the Northern Ohio area. I started in the financial services industry in 1992 and became a Wealth Management Trust Advisor in 1995. I hold a Bachelor of Science degree in business from Wright State University in Dayton, 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 of the non-profit Miami County YMCA and also on the board of the Miami East Education Foundation. In my free time, I enjoy spending time with my family, camping and attending my children's sporting events.

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.