Jennifer Phillips | Investment & Wealth | Eau Claire, WI | U.S. Bancorp Wealth Management

Jenn Phillips

Wealth Management Trust Advisor
U.S. Bank

715.839.6441

Primary office
131 S Barstow St
Eau Claire, WI 54701

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About me

It is my pleasure to serve the financial needs of people in the Northwest Wisconsin area. I started in the financial industry in 2009 and became a Wealth Management Trust Advisor in 2016. I hold a Bachelor of Science degree in personal finance from the University of Wisconsin in Madison, Wisconsin.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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.

Outside of work, I spend my time staying involved in the non-profit organization Junior Achievement. In my free time, I enjoy spending time with my family and participating in outdoor activities.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.