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

Bio page Contact Jill

William Ryan

Senior Private Wealth Advisor
402-434-1482

Bio page Contact William

Our leadership

"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

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Nebraska, we’ve provided nearly $3 million in U.S. Bank Foundation and corporate giving and 7,000 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.

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

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 more

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.