Raymond Juidici | Investment & Wealth | Oshkosh, WI | U.S. Bancorp Wealth Management

Ray Juidici

CTFA®
Wealth Management Trust Advisor
U.S. Bank

920.830.6001

Primary office
111 N Main St, Po Box 2448
Oshkosh, WI 54901

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About me

My experience in the financial services industry began in 2005, and it is my pleasure to serve the financial needs of people in the Fox Valley area. I hold a Bachelor of Science degree in entrepreneurship from Northern Michigan University in Marquette, Michigan, and a Master of Business Administration degree in finance from the University of Wisconsin-Eau Claire.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your need when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time as a member of the VEX Robotics organization and I am also involved in the Rotary International service organization.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.