Jeffrey Trudeau | WM Investment Portfolio Mgr | Spokane, WA | U.S. Bancorp Wealth Management

portfolio manager in Spokane Jeff Trudeau

CFA®
Portfolio Manager
U.S. Bank

+1 509.835.6070

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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 the Washington and Northern Idaho area. I started in the financial industry in 1990. I hold a Bachelor of Arts degree in finance and general management from Eastern Washington University in Cheney, Washington.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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.

Area of focus

Investment management

Capital markets

Asset allocation

Financial planning

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.