Private Wealth Management in Charlotte, NC

About our office

The Charlotte 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 executives, retirees and business owners; 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

Jeff Schroeder

Private Wealth Advisor 704-408-7427

Bio page

Contact Jeff

Our leadership

“Our Tri-State, North Carolina, Tennessee and Kentucky teams are committed to creating genuine connections with our clients and community.”

Joseph D. Lombardo, Market Leader, Atlantic Coast - New York, Connecticut, New Jersey, North Carolina, Tennessee and Kentucky

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $2.7 million in U.S. Bank Foundation and corporate giving and 8,300 in volunteer hours. Our team is actively involved in providing support through Junior Achievement of Central Carolinas, Communities in Schools, Veterans Bridge Home, Dress for Success, She Built This City, Urban League of Central Carolinas 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.

How to maintain your lifestyle in retirement

Determining how to maintain your lifestyle in retirement can be one of the most difficult financial questions to answer. These tips from U.S. Bank can help you work toward the retirement life you want.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.

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, U.S. Bancorp Advisors 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:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
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.