Charles Staples | Wealth Management Advisor | Hermitage, TN | U.S. Bancorp Wealth Management

wealth management advisor in Hermitage Phil Staples

Wealth Management Advisor
U.S. Bancorp Investments

615.925.3349

Primary office
3865 Lebanon Road
Hermitage, TN 37076

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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 Nashville, Hermitage, and the surrounding middle Tennessee areas. My experience in the financial industry started in 2016 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Arts in pyschology from University of Tennessee and a Master of Arts in public administration from Virginia Commonwealth University. Arkansas Insurance Producer License Number 17967095.

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 spending time with my wife Jessica and our two children, Joanna and Charlie. I also enjoy being active in our community as well as the occasional round of golf.

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 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.