Waukesha-based Prairie Financial Group, a division of Waukesha State Bank, has added three new senior wealth managers.
Anthony Preman has been named director of fiduciary services. He has more than 10 years of experience in financial services, most recently as an investment advisor at Morgan Stanley Wealth Management. Preman will work with prospective clients to develop solutions for their needs. He holds a master’s from Hampton College and has held series 7, series 63 and series 65 licenses from FINRA.
Terry Doyle has been named senior director-fiduciary services. He has more than 25 years of experience in financial services, most recently as vice president/wealth advisor for BMO Private Bank. Doyle will work with prospective clients to develop directed and delegated trusts. He holds a bachelor’s in economics and an MBA, both from Marquette University.
Michele Young has been named senior trust administrator. She has more than 25 years of trust administration experience, most recently at BMO Private Bank. Young will be responsible for personal trust administration. She holds a bachelor’s in economics/finance from Augusta State University and a Certified Trust & Financial Advisor designation.
“The addition of Anthony, Terry and Michele to the team reflects Prairie Financial Group’s ongoing commitment to provide an outstanding level of service to our clients,” said Kristin Reilly, president of Prairie Financial Group. “To have professionals of this caliber join our firm is also indicative of our ability to attract top talent, while supporting the needs and goals of our clients.”
