Monroe Bank & Trust Wealth Management

Preserve, Grow & Transfer Your Wealth

 Wealth Booklet 
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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 WEALTH MANAGEMENT and INVESTMENT TEAM feature

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).

MEET The team

SERVICES FOR PROFESSIONALS

SERVICES FOR PROFESSIONALS feature

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.

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Learn More About Monroe Bank & Trust

Learn More About Monroe Bank & Trust feature

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.

OUR HISTORY

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