About our office

The Northern California 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 business owners, executives and philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Pam Long

Private Wealth Advisor
916-498-3414

Morgan Lynch

Private Wealth Advisor
415-279-5726

Tim McGinnis

Private Wealth Advisor Managing Director
916-498-3441

Robin Martin

Private Wealth Advisor
916-928-6211

Michael Padilla

Private Wealth Advisor
559-363-5168

Dustin Roberts

Private Wealth Advisor
408-918-4122

Taylor Toledo

Private Wealth Advisor
916-498-3865

Our leadership

“Teamwork is most successful when it doesn’t feel like work.”

 

– Barry Wellins, Market Leader, Northern California

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $4 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through the California Rural Indian Health Board, Placer Land Trust, United Way California Capital Region and others.

Our services

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.

3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business without a major tax hit.

4 ways to manage concentration risk in your portfolio

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

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.