financial advisor in Edina Joe Ott
4100 West 50th Street
Edina, MN 55424
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It is my pleasure to serve the financial needs of people in the Edina and Southwest Minneapolis areas. My experience in the financial industry started in 2005. I hold a Bachelor of Science degree in mechanical engineering from the University of Wisconsin-Madison, additionally, I also hold a Master of Business Administration degree in finance from the Carlson School of Management, University of Minnesota.
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 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'm a board member of my church, an actively supporting member of the Edina Morningside Rotary, as well as a part-time ski instructor. In my free time, I enjoy golfing, skiing and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.