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Eric Trousil, CFA®

Eric Trousil, CFA®

SVP Wealth Portfolio Manager

Tel: (920) 433-7156
318 S. Washington Street, Suite 100
Green Bay, WI 54301
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Using a personalized approach to help you achieve your goals.

As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

Meet Eric Trousil

A man in a blue button-down shirt sits in an armchair in a modern office, in front of a wood-paneled wall with a large black logo.

Eric Trousil: Strategy Tailored to Your Life

Eric tailors every investment strategy to achieve your unique goals — because he believes when your financial plan fits your life, better outcomes follow.

Experience

  • 18 years of experience in the financial services industry
  • M.S. in Applied Economics from Marquette University
  • B.S. in Math and Economics from University of Wisconsin – Eau Claire
  • CFA Charterholder, Registered Investment Adviser Representative

Ask Me About

  • Estate Planning
  • Family Office Services
  • Retirement and Financial Planning
  • Wealth Strategy

Community Involvement

  • Longtime resident of De Pere, Wisconsin
  • Active board member, coach and volunteer with De Pere Baseball

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