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Relationship driven strategies

Susan M. Roh, Market Leader, Denver

Susan M. Roh

Market Leader, Denver
susan.roh@usbank.com
303.585.6673

 

 

 

 

 

 

 

 

“Life is complicated, your financial journey doesn’t have to be.”

After pursuing her passion of competitive golf both at the collegiate and professional level, Susie realized the skills and determination she developed as an athlete would be a great foundation for pursuing a legal career. In law school, Susie gravitated toward estate and tax planning. Solving complex financial problems provided the challenge she craved and led her to work in a private practice focusing on trust, estate and tax law. In 2008, she left the practice of law to focus on trust services and wealth management. She joined U.S. Bank Wealth Management in 2015 as Senior Vice President and Regional Fiduciary Officer. Today, as Market Leader for U.S. Bank Private Wealth Management in Denver, Susie uses her knowledge and experience to lead a team of professionals specializing in investment management, private banking, trust and estate services and wealth planning.

Philosophy
Susie fosters a collaborative environment that delivers objective advice and strategies through a talented team of professionals that personally engage with all clients on a proactive basis. She believes, “Strong personal relationships built on trust and mutual respect are the key to personal and financial success. Each of our clients have unique needs and priorities and they look to our team for holistic advice, not rooted in products, but centered on ways to simplify their individual wealth management journey.”

Education and community involvement
Susie earned a bachelor’s degree in public planning and policy management from the University of Oregon. She earned a Juris Doctor from the University of Denver, College of Law, as well as a Master’s of Law in Taxation from the University of Denver Graduate Tax Program. Susie also completed a national graduate program for bank leadership at the Pacific Coast Banking School.

Active in her community, Susie is currently a board member of Hunger Free Colorado and Young Americans Bank. She is also a graduate of Leadership Denver, a program with the Denver Metro Chamber Leadership Foundation that brings community leaders together to expand civic engagement.

Susie has a passion for golf and has served as golf professional and instructor for Ekwanok and Sailfish Point Golf Clubs. She was a tournament winner during Futures and Players West Golf Tours and an LPGA Q-school participant. When she’s not playing golf or skiing, Susie is spending time with her family seeking out new adventures.

 

Important Disclosures

Investment products and services 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 Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.