In today’s uncertain market climate, institutions that endure – thanks to disciplined management and
measured growth – hold tremendous appeal. Since 1942, MBT Wealth Management has grown to over $700 million in
client assets and is the 4th Largest Bank Trust Asset Management provider in Michigan.
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
MBT 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.