BANKING/FINANCE
Edward Mora leads a team of wealth management professionals who are responsible for serving successful individuals and families with complex financial situations. The team helps clients work toward their goals of creating, growing and protecting their wealth. They partner with clients on both traditional wealth management opportunities and unique needs involving specialty assets, charitable and philanthropic desires and inherited family wealth.
With over 25 years of wealth management and leadership experience, Mora brings deep expertise in wealth planning and private banking solutions. Named to the OC500 as one of Orange County’s most influential business leaders by the Orange County Business Journal in 2023, Mora puts this expertise to work driving the best results for his clients and team members.
Devoted to giving back to his community, Mora serves on the board of directors and executive committee for Unlimited Possibilities and the CEO Alliance of Orange County, and on the advisory board for Project Access, CHOC Latino Council and the UCI Center for Investment and Wealth Management.
At U.S. Bank Private Wealth Management, our high ethical standards and guiding principles shape our commitment to our communities.
