About our office

The Cleveland 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 philanthropists; 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 Management Team

Brian Sonby

Private Wealth Advisor
216-623-9295

Bio page Contact Brian

Daniel Toaz

Private Wealth Advisor
614-232-2234

Bio page Contact Daniel

Our leadership

"Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”

 

– Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Community involvement

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in our community, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners 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

3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business without a major tax hit.

Read article

Consider an endowed scholarship as part of your charitable giving

Planning ahead may potentially ease the transition of your family business without a major tax hit.

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.