FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Private Wealth Management Waterloo
425 Cedar Street
Waterloo, IA 50701
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 corporate 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
Carolyn Rafferty
Private Wealth Advisor
319-235-3237
Rachael Swisher Hoffman
Senior 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 20,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, Waterloo Development Corporation, Waterloo Rotary and others.
