MBT Wealth Management
Tom joined MBT in February of 2007 and works extensively with high net worth individuals in the metro Detroit area to provide expert wealth management strategies for estate planning and tailored investment portfolio management.
Previously, Tom served as a Senior Vice President and Business Development Executive with National City Bank’s Private Client Group and with Comerica bank’s private banking division. In both of these positions he led efforts to assist affluent private wealth clients with their investment management, private banking, financial planning and estate planning needs. He has also served as Vice President of International New Business Development at Bank of America in Miami, Florida, where he was responsible for working as a private wealth advisor with high net worth clients in South America, Central America, the Caribbean, France and Spain.
Tom holds a Bachelor of Science in Business and Economics from Aquinas College in Grand Rapids, Michigan and a Juris Doctor from the Indiana University School of Law. He also studied for an LLM in Estate Planning at the University of Miami School of Law.
Tom resides in Plymouth, Michigan and serves on the Schoolcraft College Foundation Board of Governors Finance and Investment Oversight Committee. He also serves on the Community Foundation of Plymouth Advisory Board of Directors. Additionally, he is a past member of the Northville Community Foundation Board of Directors. Tom is an active current member of the philanthropic “Plymouth Chef's Club: Over the Grille Gang.”
or call 800-321-0032 for more information.