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Joe Westendorf

Wealth Management Advisor - U.S. Bancorp Advisors

headshot of Joseph Westendorf
Clients I specialize in: Modern families, Nearing retirement, Established investors

It is my pleasure to serve the financial needs of people in Manatee and Sarasota Counties. My experience in the financial industry started in 1995 and I became a Wealth Management Advisor in 2024.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate 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.

Outside of work, I volunteer with Foundations for Dreams & Dream Oaks Camp and The Knights of Columbus Council #15231. In my free time, I enjoy spending time with my beautiful wife, Michelle and our two boys Carter and Harrison. If we are not on the sidelines cheering on our sons we are taking advantage of anything outdoors such as going to the beach, fishing, and hiking.

Services I specialize in

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

An insurance plan can help protect you from having to draw down savings or liquidate investments if an unexpected change – to your family, career or health – impacts your financial situation.

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

Executive compensation requires special planning to help ensure that stock options, deferred payments and other complexities are managed in a way that minimizes risk and maximizes financial reward.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Contact
941-374-5538

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
1800 2nd St
Sarasota, FL, 34236
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Skills
Bachelor of Arts from Catawba College

Master of Business Administration from University of Miami Herbert School of Business

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Advisors professionals focus on investments, planning and insurance.

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FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.