financial advisor in Willoughby Justin Brock
4098 Erie Street
Willoughby, OH 44094
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office4098 Erie Street
Willoughby, OH 44094
Secondary office13127 Shaker Square
Cleveland, OH 44120
Secondary office191 East Main Street
Geneva, OH 44041
Secondary office14950 Springdale Ave
Middlefield, OH 44062
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.