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Ray Moulis

Vice President

Ray_Moulis

Background & Role

Ray is responsible for leading the company’s continued growth throughout the Southern Wisconsin and Northern Illinois markets and is based in our Brookfield, Wisconsin location. He is well known in the trust industry for his integrity and dedication to helping clients find practical solutions to their planning goals.

With over 30 years of wide-ranging trust and financial experience, including experience in trust administration, business development and trust operations management Ray is well-suited to assist clients and their professional advisors achieve their goals. His legal education combined with his years as a trust officer makes him a valuable resource for our advisor partners.

Memberships & Associations

  • Member, Missouri Bar Association
  • Member, Waukesha County Estate Planning Council
  • Board Member, Birch Creek Music Performance Camp
  • Member, Village of Nashotah, Wisconsin Planning Commission

Education

  • B.A., Political Science and Sociology, University of Kansas
  • J.D., Saint Louis University

Contact

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