Lorenzo Merrill | WM Investment Portfolio Mgr | Eugene, OR | U.S. Bancorp Wealth Management

portfolio manager in Eugene Bud Merrill

Portfolio Manager
U.S. Bank

+1 541.465.4043

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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 Oregon and Northern California area. I started in the financial industry in 1977. I hold a Bachelor of Science degree in business from Lewis and Clark College in Portland, Oregon.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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 being involved in the Babe Ruth Baseball League and am a member of the Eugene Country Club. In my free time, I enjoy spending time in the outdoors, golfing, hunting and scuba diving.

Area of focus

Investment management

Capital markets

Asset allocation

Financial planning

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.