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Deanna Summerlott

Financial Advisor - U.S. Bancorp Advisors

headshot of Deanna Summerlott

It is my pleasure to serve the financial needs of people nationwide. My experience in the financial industry started in 2018 and I became a Financial Advisor in 2023.

I can help you work toward your immediate financial goals or consult with you to create an appropriate long-term financial plan. The Wealth Management Advisory Services team offers a wide variety of tools and resources to keep you on track.

In my free time, I enjoy performing in the Madison Opera Chorus and Madison Shakepeare Company, going to the latest movies with my husband, and reading as many books as I can!

Services I specialize in

We offer guidance as we help you work toward your goals with a diversified investment strategy, plus personalized support when you need it.

Whether you’re a new or experienced investor, our managed-for-you and do-it-yourself online investing options are an easy and hassle-free way to invest for your future.

By considering all aspects of your financial life, from your budget today to retirement in the future, a plan can help you establish goals, create a strategy to reach them and track progress toward success.

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

Additional information on licensed advisors can be found at FINRA BrokerCheck.
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Skills
Bachelor of Science in Business from Iowa State University

Bachelor of Arts in English Rhetoric from Iowa State University

Master of Business Administration from UW Whitewater

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

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 Advisors professionals focus on investments, planning and insurance.

Explore our news and insights

Market news

Read our up-to-date reports on economic events and news from the markets.

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?