Anthony J. Belloli, CFP®, CIMA®
Plante & Moran Trust, Trust Officer
Anthony J. Belloli is a Trust Officer with Plante Moran Trust. He was previously with Plante Moran Financial Advisors for seven years providing investment consulting, financial planning, and estate tax planning services to high net worth individuals, families, and endowments/foundations.
Anthony earned his bachelor of science degree in Finance from Oakland University, where he graduated Summa Cum Laude, and his MBA from Wayne State University. He is a Certified Financial Planner™ Professional (CFP®). He is also a Certified Investment Management AnalystSM Professional (CIMA®), which involved coursework at The Wharton School. Anthony’s professional affiliations include the Certified Financial Planner Board of Standards and the Investment Management Consultants Association.