About our office

The Lincoln 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 business owners, corporate executives and retirees; 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

Jill Davis

Private Wealth Advisor

404-434-1584

Contact Jill

William Ryan

Senior Private Wealth Advisor

402-434-1482

Contact William

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Nebraska, we’ve provided $3 million in U.S. Bank Foundation and corporate giving and 5,000 in volunteer hours. Our team is actively involved in providing support through United Way, Nebraska Schools Activities Association, Lied Center for Performing Arts, Women investing in Nebraska, Lincoln Community Foundation and others.

Community involvement for Private Wealth Management Rochester, MN office.

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

6 tax considerations when selling your business

Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.

Read article

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.

Learn how