About our office

The Billings team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees, and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

James Day

Private Wealth Advisor Managing Director

406-657-8085

Contact James

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Montana, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 4,000 in volunteer hours. Our team is actively involved in providing support through Billings Clinic Foundation, Saint Vincent Healthcare Foundation, Billings Catholic Schools Foundation, Yellowstone Art Museum and others.

Community involvement

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

Read article