Terry Doyle

Terry Doyle is the Senior Director of Fiduciary Sales at Waukesha State Bank. Terry has over 25 years of experience in the financial industry, working with high net worth individuals, families, and organizations.

Terry started their career in 1994 as an institutional trader for Ziegler. In 2000, they joined Charles Schwab as an investment specialist, where they advised high net worth clients and worked with Registered Investment Advisors (RIAs) as part of Schwab's "Advisor Source" program.

In 2004, Terry joined U.S. Bank as a Vice President and Wealth Management Consultant. In this role, they served as the main business development officer for SE Wisconsin, working with attorneys, CPAs, and commercial lenders to develop wealth management leads. Terry also worked with the commercial lending group to develop leads outside of the U.S. Bank footprint in Michigan.

In 2013, Terry left U.S. Bank to join BMO Harris Private Bank as a Vice President and Wealth Advisor. In this role, they served as an advisor to high net worth individuals, families, and organizations, including closely-held and family-owned businesses, endowments, and foundations.

In October 2014, Terry joined Waukesha State Bank as the Senior Director of Fiduciary Sales. In this role, they are responsible for leading the bank's fiduciary sales team and providing fiduciary services to clients.

Terry Doyle has an MBA in Business/Managerial Economics from Marquette University and a BA in Economics from Marquette University. Terry also attended Boylan Central Catholic High School.

Their manager is Victor Schultz, Chief Fiduciary Officer & President, Prairie Trust & Waukesha State Bank Wealth Management. Some of their coworkers include J. Bernard Fiedler - Wealth Management Consultant, Diem Nguyen - VP, Manager of Personal Trust, and Lauren Hanson - Personal Trust Assistant.