Jennifer Stoltey | Investment & Wealth | Salem, OR | U.S. Bancorp Wealth Management

Jennifer Stoltey

CFP®
Wealth Management Trust Advisor
U.S. Bank

503.399.4074

Primary office
302 State St
Salem, OR 97301

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About me

It is my pleasure to serve the financial needs of people in the Mid-Willamette Valley, Salem and Oregon areas. I started in the financial services industry in 1996 and became a Wealth Management Trust Advisor in 2011. I hold a Bachelor of Arts degree in journalism and communication studies from the University of Oregon.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 serving on the board of the Willamette Estate Planning Council and also on the board of the Oregon Banker's Association Trust Committee. In my free time, I enjoy spending time with my nieces and nephews, quilting and researching family genealogy.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.