Charlotte Westendorf | Private Banker | Ketchum, ID | U.S. Bancorp Wealth Management

Charlotte Westendorf

Wealth Management Banker
U.S. Bank


Primary office
111 Main St, Po Box 5920
Ketchum, ID 83340

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About me

It is my pleasure to serve the financial needs of people in the Wood River Valley area. I started in the financial services industry in 2006 and became a Wealth Management Banker in 2015. I hold a degree in Bachelor of Business and Economics from Boise State University. NMLS #568946.

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 being a volunteer and a member of the American Red Cross, and I also spend my time volunteering at other local events. In my free time, I enjoy the outdoors, traveling and playing with my two young daughters.

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

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 Investments professionals focus on investments, planning and insurance.