Perry Worzella | Financial Advisor | Stevens Point, WI | U.S. Bancorp Wealth Management

wealth management advisor in Stevens Point Perry Worzella

ChFC®, RICP®, CAP®
Wealth Management Advisor
U.S. Bancorp Investments

715.342.2232

Primary office
5673 Highway 10 E.
Stevens Point, WI 54482

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For general account support, call 888-330-6918

About me

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

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

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.