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Bill Jones

SVP, Senior Fiduciary Strategist
Comerica Wealth Management

Bill Jones is a Senior Vice President, Senior Fiduciary Strategist at Comerica Wealth Management. With over 34 years of experience, he coordinates with a team of strategists to align investments with the client’s overall wealth management goals and values, while implementing a variety of specialized wealth services to help grow and protect their assets and anticipate future needs. He partners with Financial Planning Specialists to review estate plans and ensure that they meet a client’s objectives. He and his colleagues work to minimize income and estate tax implications.

Prior to joining Comerica, Bill was a Managing Director, Senior Fiduciary Advisory Specialist with Wells Fargo Private Bank. There he served as the Relationship Manager and Trust Advisor for high-net-worth client relationships in the Miami and Naples offices. He also worked with clients to implement their estate and investment plans.

Bill holds an L.L.M., Masters of Laws in Taxation, with Honors, from the University of Illinois Chicago School of Law (formerly known as The John Marshall Law School). He holds a Juris Doctor from DePaul University College of Law in Chicago, IL and holds a Bachelor of Arts, in Political Science and Government from Valparaiso University, Valparaiso, IN. 

 

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Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, N.A., Comerica Insurance Services, Inc. and its affiliated insurance agencies.

Where non-deposit investment products are used, such investment products are not insured by the FDIC; are not deposits or other obligations of Comerica Bank or any of its affiliates, parent or subsidiaries (“Comerica”) and are not guaranteed by Comerica, and are subject to investment risks, including possible loss of the principal invested.

Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

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