wealth management advisor in Stevens Point Perry Worzella
5673 Highway 10 E.
Stevens Point, WI 54482
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It is my pleasure to serve the financial needs of people throughout Central Wisconsin, Stevens Point, Wausau and Wisconsin Rapids. I started in the financial industry in 2000 and became a financial advisor in 2010.
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.
I serve on the board of the Boys and Girls Club of Portage County. I am involved with public speaking and coaching, and in my free time I enjoy hiking, biking, fitness, mixed martial arts and leadership development.
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.