Tom Steele
Vice President Wealth Management Business Development Manager at Thomas Ford Steele, JD- Claim this Profile
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Bio
Kurt Olson
Tom is very experienced and professional in all of his dealings. He is very good at explaining concepts to clients that they can understand.
Kurt Olson
Tom is very experienced and professional in all of his dealings. He is very good at explaining concepts to clients that they can understand.
Kurt Olson
Tom is very experienced and professional in all of his dealings. He is very good at explaining concepts to clients that they can understand.
Kurt Olson
Tom is very experienced and professional in all of his dealings. He is very good at explaining concepts to clients that they can understand.
Experience
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Vice President Wealth Management Business Development Manager
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Feb 2007 - Present
Private Client Investment Portfolio Management and customer satisfaction dedicated Corporate Trustee Services for Affluent Clients and Accounts UNDER A MILLION DOLLARS in the Detroit Metro and Greater Grand Rapids geographic areas Private Client Investment Portfolio Management and customer satisfaction dedicated Corporate Trustee Services for Affluent Clients and Accounts UNDER A MILLION DOLLARS in the Detroit Metro and Greater Grand Rapids geographic areas
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VP Business Development Manager
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Feb 2007 - Present
Professional Investment Portfolio Management for Affluent Clients and Preferred Corporate Trustee Services for High Net Worth Clients and Accounts Under A Million Dollars utilizing the wealth management skills and expertise of outside legal counsel and the MBT Wealth Management Group headquartered in the Metro Detroit Area since 1942 and providing personalized trust & investment management services for clients throughout the state of Michigan. Professional Investment Portfolio Management for Affluent Clients and Preferred Corporate Trustee Services for High Net Worth Clients and Accounts Under A Million Dollars utilizing the wealth management skills and expertise of outside legal counsel and the MBT Wealth Management Group headquartered in the Metro Detroit Area since 1942 and providing personalized trust & investment management services for clients throughout the state of Michigan.
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Education
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1981 - 1986
Indiana University Robert H. McKinney School of Law
Juris Doctorate of Law, Trust & Estate Planning -
Aquinas College
Bachelor of Business Administration (BBA), Business/Managerial Economics -
University of Miami School of Law
Master of Laws (LLM), Estate Planning
Community
