Steve McKenzie leads Comerica's Private Wealth Management growth strategy and execution throughout the Southeast region, serving clients with their wealth management needs through wealth planning, investment management, private banking, trust services, insurance and integrated financial solutions. He is a seasoned leader with a track record of driving business, talent development, strategic thinking and building a strong culture.
With over 36 years of experience in Wealth Management, Steve most recently served as Regional Director, Comerica Financial Advisors, where he led the Southeast expansion of Private Wealth Brokerage. His responsibilities were focused on recruiting, leading and managing high performing Financial Advisors through partnership within the Wealth Banking model to expand into the high-net-worth and ultra-high-net-worth client space. Prior to his time with Comerica, Steve served in various Wealth Management leadership roles including President, Capital Private Wealth, Capital Investment Companies, Regional President, Private Wealth Advisor Group, Wells Fargo and various other leadership and advisor positions in the financial services industry. Steve's demonstrated success comes from collaboration with senior leaders across Wealth, Commercial and Retail and focus on colleagues and clients.
Steve earned a Bachelor of Science degree in Finance and Economics from Marshall University in Huntington, West Virginia. Steve enjoys spending time with his wife, two adult children, playing golf, traveling and has a passion for boating.
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.
Stephen will be in touch soon.
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