Monroe Bank & Trust Wealth Management
Preserve, Grow & Transfer Your Wealth
With over $700 million in client assets, Monroe Bank & Trust's Wealth Management Group is the 4th largest Bank Asset Management provider in Michigan providing an unmatched level of service, expertise and accountability. The Monroe Bank & Trust Wealth Management Group provides a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement.
Fiduciary Services - Local and Accessible Team - Global Resources and Capabilities
THE WEALTH MANAGEMENT and INVESTMENT TEAM
The Monroe Bank & Trust Wealth Management and Investment Team is comprised of seasoned and credentialed professionals including JDs, MBAs, Chartered Financial Analysts (CFAs), Certified Trust and Financial Advisors (CTFAs) and Certified Retirement Services Professionals (CRSPs).
SERVICES FOR PROFESSIONALS
Attorney’s, CPA’s and other professionals know the value of accessible service. Instead of an 800#, clients enjoy a complete team of seasoned experts including a dedicated Portfolio Manager, Administrator and Administrative Assistant - all knowledgeable about their relationship.
Learn More About Monroe Bank & Trust
Monroe Bank & Trust has a rich history and has grown to be one of the largest community banks in Michigan. Clients enjoy access to a full suite of personal and business solutions and incomparable levels of service. We are proud to remain a locally owned and operated financial institution.