MBT Wealth Management
Andy joined Monroe Bank & Trust in 2007, having previously served as a Relationship Manager in a wealth management group in Toledo, Ohio. In that role, Andy managed over 250 client accounts totaling more than $200M in assets. He also served as a Fiduciary Officer, and gained valuable experience in estate and succession planning, taxes and investments. Andy currently serves as Senior Vice President, Managing Director Administration. Prior to his career in wealth administration, Andy served as an attorney with a Toledo-based law firm. Andy graduated with a Bachelor of Arts from Xavier University in Cincinnati and obtained his Juris Doctor from the University of Toledo.
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