Justin Brock | Financial Advisor | Willoughby, OH | U.S. Bancorp Wealth Management

financial advisor in Willoughby Justin Brock

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
4098 Erie Street
Willoughby, OH 44094

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Complete this form and Justin Brock will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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About me

It is my pleasure to serve the financial needs of people in the Lake, Geauga and Ashtabula County areas. My experience in the financial industry started in 2000. I hold a Bachelor of Business Administration degree in finance from Cleveland State University, and a Master of Business Administration degree from Lake Erie College in Painesville, Ohio.

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 spend my time as a board member of St. Mary Men’s Club & Holy Name Society. In my free time, I enjoy tennis, running and spending time with my family.

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 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.