About our office

The Rochester 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 doctors, corporate executives and women; 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 Advisor

Michelle Dobson

Private Wealth Advisor
507-285-7947

Contact Michelle

Our leadership

“I am passionate about helping our team members take care of our clients in the best way possible.”

 

– Amit Poddar, Northern Regional Executive

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Minnesota, we've provided $31 million in U.S. Bank Foundation and corporate giving and 168,000 in volunteer hours. Our Rochester team is actively involved in providing support to the local community, including organizations like United Way, Jeremiah Project, Salvation Army, Volunteer Income Tax Assistance, and Legal Assistance of Olmsted County Wills Clinic.

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

4 ways to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

Read article

Women and wealth: How to make the most of your money

Women have more money and power than ever before. Our research tells us they aren’t getting the most out of it.

Read article

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.