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Wade Monroe

CFP®, CIMA®
VP, Senior Investment Strategist
Comerica Trust

Wade is a Senior Investment Strategist with Comerica Wealth Management. He develops and implements custom investment solutions for high-net-worth individuals, families, business owners and institutions, based on a deep foundation of financial planning and understanding of client needs. With over 18 years in the financial industry, Wade utilizes Comerica’s vast investment research capabilities to tailor investment portfolios to the complex needs of each individual client.

Wade graduated from Auburn University in Auburn, Alabama with a Bachelor of Science degree in Business Administration and Finance. In addition, he carries the designation of Certified Financial Planner (CFP®) and Certified Investment Management Analyst® (CIMA)®.

In his free time, Wade serves as the board President of Beginnings, a state-wide non-profit organization focused on supporting families with hearing impaired children. Wade is also a member of the Financial Planning Association of the Triangle and helps coaching his kids various sports teams.

Comerica Trust is a unit of Comerica Wealth Management which consists of various divisions and affiliates of Comerica Incorporated, including Comerica Bank, Comerica Bank & Trust, N.A. and Comerica Insurance Services, Inc. and its affiliated insurance agencies. Strategic alliance organizations of Comerica Bank & Trust, N.A. are neither subsidiaries nor affiliates of Comerica Incorporated or Comerica Bank & Trust, N.A.

Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of principal invested.

Comerica 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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