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Phillip Swayze | Wealth Management Banker | Portland, OR | U.S. Bancorp Wealth Management

wealth management banker in Portland Phil Swayze

Wealth Management Banker
U.S. Bank

503.820.4182

Primary office
7000 Se Milwaukie Blvd
Portland, OR 97202
Get Directions to 7000 Se Milwaukie Blvd

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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 Portland Metro and East Side. My experience in the financial industry started in 2005 and I became a Wealth Management Advisor in 2021. I hold a Bachelor of Arts in communications from University of California - Santa Barbara. NMLS# 441078.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy hiking with my family, snowboarding, tennis, and travel.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

My offices

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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.

Meet my team