Private Wealth Management in Saint Louis, MO

About our office

The St. Louis and Clayton 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, wealth creators 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

Jon Jones

Private Wealth Advisor 314-277-4793

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Mike Kellermann

Private Wealth Advisor 314-505-8213

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Lisa Kopis

Private Wealth Advisor 314-505-8013

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Contact Lisa

Julie Melulis

Private Wealth Advisor 314-505-8105

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Contact Julie

Candice Reed

Private Wealth Advisor 417-888-2201

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Kevin Shaughnessy

Private Wealth Advisor 314-505-8118

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Jim Tyrrell

Private Wealth Advisor Managing Director 314-505-8002

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Jackie Watson

Private Wealth Advisor 314-505-8056

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Mark Graham

Private Wealth Advisor 314-377-5467

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Our leadership

“I am very lucky in that my managers became my mentors. They taught me that the true secret to success is to always have a plan in life and in business. When you have a plan, you know where you are going.”

Scott Schmid, Market Leader, St. Louis/SW MO and Arkansas

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided more than $5 million in U.S. Bank Foundation and corporate giving and 30,000 in volunteer hours. Our team is actively involved in providing support through community development, human services, the arts 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.

Impact of taxes on investment returns

Wondering how taxes impact investment returns? Review the difference between fully taxable, tax-advantage and tax-free investment vehicles and accounts.

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.