Perry Worzella | Financial Advisor | Stevens Point, WI | U.S. Bancorp Wealth Management

Perry Worzella

Wealth Management Advisor
U.S. Bancorp Investments
ChFC®

715.342.2232

Primary Office
5673 Highway 10 E.
Stevens Point, WI 54482
Let's Connect

Thank You

Your message has been sent to Perry Worzella. We look forward to being in touch.

Contact Me

Complete this form and Perry Worzella will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people throughout Central Wisconsin, Stevens Point, Wausau and Wisconsin Rapids. I started in the financial industry in 2000 and became a Wealth Management Advisor in 2010. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I serve on the board of the Boys and Girls Club of Portage County. I am involved with public speaking and coaching, and in my free time I enjoy hiking, biking, fitness, mixed martial arts and leadership development.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

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.