financial advisor in Salem Tim Ivey
302 State Street
Salem, OR 97301
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It is my pleasure to serve the financial needs of people in the Pacific Northwest area. I started in the financial industry in 1999. I hold a Bachelor of Arts degree in business with a minor in economics from Western Oregon University in Monmouth, Oregon. California Insurance License # 0I60180.
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.
I am a member of my local church and a proud supporter of youth baseball and basketball. Outside fo work, I enjoy spending time with my family and friends, boating, coaching, hunting, traveling and the Pacific Northwest lifestyle.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office302 State Street
Salem, OR 97301
Secondary office2263 Country Club Road
Woodburn, OR 97071
Secondary office3220 Portland Road
Newberg, OR 97132
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.