Patrick Conrad | Investment & Wealth | Troy, OH | U.S. Bancorp Wealth Management

Patrick Conrad

Wealth Management Trust Advisor
U.S. Bank

937.332.8821

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. My experience in the financial services industry began in 2007. I hold a Bachelor of Science degree in business management and a Master of Business Administration degree in human resources management from Indiana Wesleyan University in Marion, Indiana.

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.

I am a member of the CFA Society of Dayton and the Troy Ohio Rotary, and in my free time, I enjoy running, hiking and spending time with my family.

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.