The Iowa City 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.
Private Wealth Advisor
“Proper planning allows us to understand your goals and help you fully experience life.”
– Troy Smith, Market Leader - Iowa, Nebraska, North Dakota and South Dakota
U.S. Bank believes in giving back to the community. Over the past three years in Iowa, we've provided $5 million in U.S. Bank Foundation and corporate giving and 21,000 in volunteer hours. Our team is actively involved in providing support through the Community Foundation of Johnson County, United Way of Johnson & Washington Counties, Iowa Valley Habitat for Humanity, American Heart Association’s Go Red for Women, Junior Achievement, the Iowa Women’s Foundation and others.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Read our up-to-date reports on economic events and news from the markets.
Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
Investment markets can be unpredictable, but a downturn doesn’t have to be a threat to your retirement.