Matthew Morgan | Private Banker | Yakima, WA | U.S. Bancorp Wealth Management

wealth management banker in Yakima Matthew Morgan

Wealth Management Banker
U.S. Bank

+1 509.895.5693

Primary office
801 N 39th Ave
Yakima, WA 98902

Thank You

Your message has been sent to Matthew Morgan. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the central Washington area. I started in the financial industry in 1983. I hold a Bachelor of Arts degree in business administration from Central Washington University in Cheney, Washington, and a Bachelor of Arts degree in banking from the Pacific Coast Banking School in Seattle, Washington. NMLS #1239604.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I serve on the board of Confluence Health and am a member of the Yakima Downtown Rotary. I also support Junior Achievement―an organization that provides financial literacy and entrepreneurial education to students. In my free time, I enjoy photography, golf and hiking.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

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.