Skip to Content
Photo of Anthony Belloli

Anthony Belloli

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

Experience

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.
View More of Anthony's Experience

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
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read