About our office

The Charlotte 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 knowledge working with corporate executives, retirees and business owners; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Advisor

Jeff Schroeder

Private Wealth Advisor
704-408-7427

Bio page Contact Jeff

Our leadership

“Leveraging knowledge gained and experiences acquired from the past is the best way to navigate and adapt to the future. These skills are very useful when we serve our private wealth clients.”

 

– Sam J. Albritton, Market Leader, Kentucky, Tennessee and North Carolina

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $2.7 million in U.S. Bank Foundation and corporate giving and 8,300 in volunteer hours. Our team is actively involved in providing support through Junior Achievement of Central Carolinas, Communities in Schools, Veterans Bridge Home, Dress for Success, She Built This City, Urban League of Central Carolinas and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

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

Browse updates

Managing retirement cash flow during market downturns

Investment markets can be unpredictable, but a downturn doesn’t have to be a threat to your retirement.

Read article

4 ways to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.