financial associate in Madison Derrick Meier
8000 Excelsior Drive
Madison, WI 53717
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It is my pleasure to serve the financial needs of people in the greater Madison area. My experience in the financial industry started in 2014 and I became a Wealth Management Associate in 2018. I hold a Bachelor of Arts degree in business management and an MBA in finance-both from Viterbo University in La Crosse, WI.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing 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 volunteer as coach of the Waunakee High School Boy's Golf Team and am a member of the Coaches vs. Cancer Associate Board of Ambassadors. In my free time, I enjoy spending time with my family, and playing golf and basketball.
Area of focus
Proactive client contact
Wealth team support
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.