Comerica Professional Trustee Alliances

Comerica Professional
Trustee Alliances

Comerica Professional Trustee Alliances

Comerica Professional
Trustee Alliances

Comerica Professional Trustee Alliances Welcomes:

Brian Wolfe, Managing Director, Professional Trustee Alliances responsible for Comerica’s overall Alliance business including sales, client service and investment oversight.  

Jonathan Connolly, National Sales Manager and Regional Manager for our New York region responsible for leading the important business of expanding and deepening our relationships with our Alliance partners.

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A higher level of trust

Financial Advisors of high net-worth wealth clients have trusted Comerica Professional Trustee Alliances as a premier provider of creative trust solutions since 1991. By collaborating directly with you, our Alliance Partner, we strive to provide the higher level of service, knowledge and experience your clients want and deserve.

Providing trust services since the mid-1800s, Alliance leader since 1991

Over $147 billion
in assets under
administration

Over $41 billion
in assets under
management

22+ years average
Trust Advisor experience

27+ year history
working with
Financial Advisors

50 States
Trust Powers

As of 12/2017

Our commitment to you and
your clients

Comerica Professional Trustee Alliances provides you with a wealth of resources, delivered by over 100 dedicated Trust Professionals who work alongside you. Our team of subject matter experts is dedicated to helping grow your book of business, retain clients and grow multi-generational revenue.



Our commitment to you and your clients.

Comerica Professional Trustee Alliances provides you with a wealth of resources, delivered by over 100 dedicated Trust Professionals who work alongside you. Our team of subject matter experts is dedicated to helping grow your book of business, retain clients and grow multi-generational revenue.

Our capabilities

Providing Trust Services in all 50 states, we are committed to you, your clients and their needs, and we understand your clients deserve top-tier service and customized solutions.

Our fee schedules

Comerica Professional Trustee Alliances is mindful of the competitive environment and our unique expertise; therefore, we are introducing new Trust Alliance fee schedules.

Contact Us Today.

Comerica Professional Trustee Alliances is committed to you.

855.867.9961

 

Jonathan Connolly

Alliance National Sales Manager

Email: jcconnolly@comerica.com

Phone: 212.590-9978

 

Comerica Bank & Trust, National Association is a subsidiary of Comerica Incorporated. Comerica Bank & Trust N.A.’s strategic alliance partners are neither subsidiaries nor affiliates of Comerica Incorporated. Securities and other non-deposit investment products are not FDIC insured; are not deposits or obligations of, or guaranteed by Comerica or any of its affiliates; and involve risk, including possible loss of principal. Past performance is not indicative of future results. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.