Log in

Celebrity Estate Planning- Lessons Learned and Practical Issues

  • 21 May 2024
  • 6:00 PM - 8:00 PM
  • North Carolina State University Club (4200 Hillsborough St, Raleigh, NC 27606)
  • 89

Registration


Register

Andrea Bruce is Senior Vice President, Managing Director of Comerica’s Specialty Wealth Solutions Division, responsible for Estate Settlement Services, Specialty Asset Management, Special Needs Solutions, Charitable Trust Services, IRAs, ILITs and Private Wealth Trust Administration. Andrea has been with Comerica Bank for almost 30 years, starting her career on the commercial lending side of the bank. In the late 1990’s, she joined the personal trust area of Comerica, specializing in working with trust and estates with ownership of closely held business interests. Since then, Andrea has held positions of increasing responsibility, though always working closely with trust grantors, trust beneficiaries and their families to ensure their financial and legacy preservation goals are achieved.

Andrea has been a Certified Financial Planner since 2005. She is a graduate of University of Michigan-Dearborn with a Bachelor of Business Administration and Wayne State University with a Master of Business Administration.  Andrea is an experienced leader with demonstrated success in growing revenue, managing fiduciary risk, talent development, change management and driving continuous improvement.

In her spare time, Andrea is enjoys competing her dressage horses and gardening. 


Celebrity Estate Planning- Lessons Learned and Practical Issues


Powered by Wild Apricot Membership Software