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Trust Services

Carla Muñoz

Senior Trust Officer

Carla Muñoz joined Capital First Trust in 2014.  She works to ensure compliance with the trust document, public benefit requirements, and state and federal regulations while serving both English and Spanish speaking clients nationwide. Carla provides superior quality service with an in-depth understanding of client needs and preferences. She believes in working as part of a team with attorneys, financial planners, beneficiaries, and their families to create an individualized plan to best serve each client.

Carla is a Certified Trust Fiduciary Advisor (CTFA) and a Cannon Trust School honor graduate. She is also certified under New York State, Article 81 of the Mental Hygiene Law.

Carla is a Wisconsin native who loves coffee and traveling. She enjoys being active, recently started indoor cycling. One of her core values is commitment to serving her community. She serves on various non for-profit boards, collaborates with organizations and volunteers alongside her family.

CONTACT INFORMATION

cmunoz@capitalfirsttrust.com

P 800-521-2359
F 800-494-2429

234 West Florida Street, Suite 400
Milwaukee, WI 53204