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Anthony Belloli

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

Experience

As the 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

Trustee selection at a glance
Trust administration and estate settlement can be daunting. It’s one thing to accept this position of honor in theory; it’s another to carry out the myriad of responsibilities at hand. So what’s the best option? Using a family member? A trusted advisor? A professional trustee?
Anthony Belloli Wealth Management
Article January 01, 2017 4 min read