Find a Financial Advisor or banker

Financial advisors and bankers in Portland, OR

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Eric Pifer

Eric Pifer

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Mikasa Grzebielski

Mikasa Grzebielski

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Amy McDannel

Amy McDannel

Wealth Management Associate, U.S. Bancorp Investments

headshot of Justin Camarda

Justin Camarda

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Sumi Leusca

Sumi Leusca

Wealth Management Advisor, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Phillip Swayze

Phillip Swayze

Wealth Management Banker, U.S. Bank

headshot of Paul Coyne

Paul Coyne

Wealth Management Banker, U-S- Bank

headshot of Ema Brari

Ema Brari

Wealth Management Banker, U.S. Bank

headshot of Jonathan Fish

Jonathan Fish

Wealth Management Banker, U.S. Bank

headshot of Alicia Hernandez

Alicia Hernandez

Wealth Management Banker, U.S. Bank

headshot of Apple Freeman

Apple Freeman

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Ann Coghill

Ann Coghill

Private Wealth Advisor, U.S. Bank

headshot of Ben Tamburro

Ben Tamburro

Private Wealth Advisor, U.S. Bank

headshot of Elisa Landers

Elisa Landers

Private Wealth Advisor, U.S. Bank

headshot of Jessica Poehler

Jessica Poehler

Private Wealth Advisor, U.S. Bank

headshot of Mamta Sinha

Mamta Sinha

Private Wealth Advisor, U.S. Bank

headshot of Darrell Claridge

Darrell Claridge

Private Wealth Advisor, U.S. Bank

headshot of Joshua Oltman

Joshua Oltman

Private Wealth Advisor, U.S. Bank

headshot of Autumn Rubeo

Autumn Rubeo

Private Wealth Advisor, U.S. Bank

headshot of Katherine Estrada

Katherine Estrada

Private Wealth Advisor, U.S. Bank

Disclosures