About our office

The Waterloo 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 retirees, business owners and executives; 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

headshot of Carolyn Rafferty

Carolyn Rafferty

Private Wealth Advisor 319-235-3237

headshot of Rachael Hoffman

Rachael Hoffman

Private Wealth Advisor 319-235-3235

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

Engaged in our communities

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 Junior Achievement, Waterloo Development Corporation, Waterloo Rotary and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Disclosures