Robert (Bob) Buchanan, ASA, CFP®, is Senior Vice President and National Practice Leader, Business Transition Planning, at Comerica Wealth Management. He manages the development and implementation of planning programs for business owners. Buchanan collaborates with colleagues in the Commercial Bank and Retail Bank to assist their business-owner clients. Additionally, he advises high-net-worth clients and business owners on topics including business valuation, transaction structure, financing and transition planning.
Bob is a CERTIFIED FINANCIAL PLANNERTM, as well as a member and Accredited Senior Appraiser of the American Society of Appraisers.
Before joining Comerica, Bob was Managing Director and Head of Business Transition Planning for Wells Fargo. Previously, he served as a Managing Partner and Founder of PCE Holdings. A graduate of the University of Central Florida, Bob earned a Bachelor of Science in Business Administration in Finance. He holds a Juris Doctor from the Washington and Lee University School of Law.
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.
Bob will be in touch soon.
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