U.S. Bank Wealth Management announced today that Tom Zebroski, CFP has been named vice president, wealth management advisor at The Private Client Reserve of U.S. Bank in Bellevue.
Mr. Zebroski has in-depth knowledge of personal financial planning and wealth management. He brings to The Reserve his unique ability to help clients identify innovative financial strategies and provide recommendations based on their needs, goals and objectives.
As a vice president, financial consultant for Charles Schwab & Co., Inc., prior to joining The Reserve, Mr. Zebroski advised clients on a broad range of financial matters including risk management, investments, tax strategy, federal and state estate planning techniques, led portfolio construction and investment management. Previously, he was a financial advisor with Wells Fargo Advisors in Seattle and worked for 10 years at Microsoft.
He has a bachelor of arts in business administration from the University of Washington in Seattle and an executive certificate in financial planning from Seattle University. Mr. Zebroski is a Certified Financial Planner ProfessionalTM and an Accredited Asset Management Specialist. He is a member of the Financial Planning Association and the Investment Management Consulting Association.