Susan Grosshans | Financial Advisor | Bellevue, WA | U.S. Bancorp Wealth Management

Susan Grosshans

Wealth Management Advisor
U.S. Bancorp Investments

425.637.2516

Primary office
10800 N.E. 8th Street
Bellevue, WA 98004
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About me

It is my pleasure to serve the financial needs of people in the Bellevue and Issaquah area. I started in the financial industry in 1988 and became a Wealth Management Advisor in 1994. I hold a Bachelor of Arts degree in economics from the University of Washington in Seattle, Washington. California Insurance License # 0H66492.

I want to make managing your finances as easy as possible for you. As your Wealth Management 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 stay active by volunteering at my church and conducting mock interviews at our local high school. In my free time, I enjoy traveling, skiing and spin cycling.

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.