Private Wealth Management in Orlando, FL

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 creators; 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

Bio page

Contact Sandra

Wes Wankelman

Private Wealth Advisor, 407-340-2424

Bio page

Contact Wes

Raymond White

Private Wealth Advisor, 407-835-3824

Bio page

Contact Raymond

Our leadership

Helping clients with their finances is about more than just the numbers — it’s about listening and building relationships. It’s about really understanding their stories, goals, concerns and dreams, and connecting on a very human level.

Basil Anastasopoulos, Market Leader, Florida

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $877,000 in U.S. Bank Foundation and corporate giving and 8,000 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.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

5 factors that can affect business valuation

Business valuation can help you determine how much your company is worth. Here are five factors that can affect the perceived value of your business.

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.