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Anthony Belloli

Partner, CFP®, CTFA®, CIMA®, Plante Moran Trust President/CEO
Southfield Wealth Management


As the President & CEO of Plante Moran Trust, I lead our strategic direction in serving as a professional trustee for the administration of trusts, estates, family offices, and foundations.
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Specializes In

I love that my career at Plante Moran Trust provides me the flexibility to coach my sons in hockey, baseball, and soccer. My wife and I love spending time with them and creating great memories while they’re young.

Additional Thoughts

Working with a professional trustee: Six myths busted
Anthony Belloli Wealth Management
Article February 28, 2018 5 min read
Trustee selection at a glance
Anthony Belloli Wealth Management
Article January 1, 2017 4 min read
2019 SBIA and AM&AA Deal Summit
Event February 20-22, 2019 Upcoming
Do dividends matter?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read