Anna Dempsey | Financial Advisor | Portland, OR | U.S. Bancorp Wealth Management

Anna Dempsey

Wealth Management Advisor
U.S. Bancorp Investments

503.464.4917

Primary office
321 S.W. Sixth Avenue
Portland, OR 97204

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About me

It is my pleasure to serve the financial needs of people in the downtown Portland area. I started in the financial services industry in 2012.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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 traveling, hiking and spending time with friends and family.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

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.