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 Advisor

Brian Sonby

Private Wealth Advisor


Contact Brian

Daniel Toaz

Private Wealth Advisor


Contact Daniel

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Ohio, we’ve provided $9 million in U.S. Bank Foundation and corporate giving and 71,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners and others.

Community involvement

Our services


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



Market news

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

Weekly market analysis

3 transition strategies for family business succession

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

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Consider an endowed scholarship as part of your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

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