wealth management banker in Green Bay Joel Roeser
425 Pine St
Green Bay, WI 54301
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It is my pleasure to serve the financial needs of people in the Green Bay area. I started in the financial industry in 1982 and became a Wealth Management Banker in 2013. I hold a Bachelor of Science degree in business management from the University of Wisconsin-Green Bay. NMLS #472243.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time staying involved in CASA of Brown County, and in my free time, I enjoy golfing, fishing and walking.
Area of focus
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
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.