Alex Mc Cartney
Wealth Management Banker - U.S. Bank
Clients I specialize in: Business owners, Executives, Nearing retirement
It is my pleasure to serve the financial needs of people in Oregon and Washington. My experience in the financial industry started in 2005 and I became a Wealth Management Banker in 2021.
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.
In my free time, I enjoy spending time with my family and friends, traveling the country in our RV, participating in outdoor activities, sports events and reading.
Services I specialize in
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.
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.
Cash and cash equivalents offer liquidity and a source of emergency funds, but the role cash should play in your portfolio varies based on your spending needs, risk tolerance and investing timeframe.
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.
Lines of credit that are secured (meaning guaranteed by collateral such as your home) or unsecured can be a good option if you need ongoing access to funds or don’t know the full cost of an upcoming project.
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.
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.
Meet our team
Wealth Management Advisor,
U.S. Bancorp Investments
Insights from our experts
Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.
Trust and estate planning
Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.
Cash management and investing strategies when interest rates are up
A fresh look at managing cash and investments in today’s higher interest rate environment.
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.
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Wealth Management – U.S. Bank | U.S. Bancorp is the marketing logo for U.S. Bank and its affiliates U.S. Bancorp Investments and U.S. Bancorp Advisors.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc or U.S. Bancorp Advisors LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments and UnionBanc Insurance Services.
For U.S. Bancorp Investments and U.S. Bancorp Advisors:
The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
Municipal Securities Education and Protection – U.S. Bancorp Investments and U.S. Bancorp Advisors are registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.
For U.S. Bancorp Investments:
U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
U.S. Bancorp Investments Order Processing Information.
For U.S. Bancorp Advisors:
Insurance services are offered by UnionBanc Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6010602. Products may not be available in all states.
Please refer to our Terms and Disclosures.