About our office

The Orlando team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Sandra Fleming

Private Wealth Advisor, Managing Director

561-653-3341

Contact Sandra

Wes Wankelman

Private Wealth Advisor

407-340-2424

Contact Wes

Ray White

Private Wealth Advisor

407-232-5994

Contact Ray

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $465,000 in U.S. Bank Foundation and corporate giving and 9,000 in volunteer hours. Our team is actively involved in providing support through Dr. Phillips Center for the Performing Arts,and other impactful non-profits in the Greater Orlando community.

Community involvement for Private Wealth Management Orlando, FL office.

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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5 factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Read article