Find A Private Wealth Management Office in Knoxville

Support for your life and legacy

We’re here to support your success today and amplify the impact of your wealth moving forward. With more than 40 years of financial advisory experience, we’ll work with you to design a strategy that brings your vision to life.

You’ll have a dedicated Private Wealth Advisor who’ll gather a team of experts including Private Bankers, Portfolio Managers, Trust Officers, Wealth Planners and others. You’ll enjoy the ease of working directly with your dedicated advisor – and the advantage of an entire team devoted to supporting your goals.

Accolades

U.S. Bank has been recognized as one of the 2024 World’s Most Admired Companies.¹ Our quality of products and services, people management, long-term investment value and social responsibility were ranked at the top of the industry for superregional banks.

For the 10th consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies^® by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.²

FAQ

The role of a Private Wealth Management advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

Getting married or divorced
Starting a new business
Receiving an inheritance
Buying a vacation home
Nearing retirement

A Private Wealth Management advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

The first meeting with a Private Wealth Management advisor is about whatever’s important to you. It’s an opportunity for you and your advisor to ask questions, talk about your long-term goals and current priorities, and get to know each other. This initial consultation is free.

You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps.

Your Private Wealth Management advisor will confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

What are your most important financial goals?
What concerns you about your finances?
Did you recently experience a major life event?

Our Private Wealth Management advisors serve clients who have a net worth of $3 million or more. Wherever you are in your wealth journey, however, U.S. Bank Wealth Management offers the advice and support you need. If Private Wealth Management isn’t the right fit for you, search for an advisor or wealth specialist who can help you work toward your goals.

A Private Wealth Management advisor will be happy to meet with you virtually or in person. It’s up to you.

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Find an advisor or wealth specialist

Request a call

Call 800-279-5133

Disclosures

Industry executives, directors, and analysts from 660 companies in 29 countries, with revenues of $10 billion or more, were surveyed by Korn Ferry in collaboration with Fortune Magazine. Survey responders rated their industry peers who paid a fee to be considered on nine criteria: management quality, people management, use of corporate assets, financial soundness, investment value, social responsibility, innovation, quality of products/services, and global competitiveness. Rankings were determined by an aggregate of how peers ranked the company in each of the key attribute categories. Companies that scored in the top half of their industry were recognized. Get more detail about the selection methodology.
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U.S. Bank named one of the “World’s Most Ethical Companies®” Ethisphere Institute, February 2024 (also 2015–2023); for more information about the ‘World’s Most Ethical Company’ designation and scoring methodology, please visit www.worldsmostethicalcompanies.com.

“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.
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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 and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
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 does not offer insurance products but may refer you to an affiliated or third party insurance provider.

Support for your life and legacy

Accolades

FAQ

Why should I work with a Private Wealth Management advisor?

What’s the first meeting with a Private Wealth Management advisor like?

Do I need to bring anything to the meeting?

What level of wealth do I need to work with a Private Wealth Management advisor?

Do you offer virtual or in-person meetings?

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Disclosures