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Anthony Belloli

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

Experience

Anthony J. Belloli is the CEO of Plante Moran Trust. Specializing in the administration of irrevocable trusts, estates, and family offices, he is known for his holistic approach to serving his clients by having the experience to address their trust administration, estate planning, investment planning and financial planning needs.

Prior to joining Plante Moran Trust, Anthony was a senior planner with Plante Moran Financial Advisors for seven years, where he provided investment consulting, as well as financial, estate tax, and income tax advice to high net worth individuals, families, and endowments/foundations.

Anthony graduated Summa Cum Laude from Oakland University with a Bachelor of Science degree in Finance and a minor in Applied Technology in Business (ATiB). He graduated from Wayne State University with a Masters in Business Administration.

He is a Certified Financial Planning professional (CFP®), a Certified Trust and Financial Advisor (CTFA®) and a Certified Investment Management Analyst (CIMA®) as well as an ABA Trust School Graduate.


Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Specializes In

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