Joel Roeser | Private Banker | Green Bay, WI | U.S. Bancorp Wealth Management

Joel Roeser

Wealth Management Banker
U.S. Bank

920.436.5515

Primary Office
425 Pine St
Green Bay, WI 54301

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About Me

It is my pleasure to serve the financial needs of people in the Green Bay area. I started in the financial industry in 1982 and became a Wealth Management Banker in 2013. I hold a Bachelor of Science degree in business management from the University of Wisconsin-Green Bay. NMLS #472243.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time staying involved in CASA of Brown County, and in my free time, I enjoy golfing, fishing and walking.

Area of Focus

Premium Banking Services

Home Mortgages

Home Equity Line of Credit

Secured and Unsecured Lines of Credit and Loans

Savings and Cash Management

Financing Strategies

Commercial Real Estate Loans

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.