Steve Sherline is the Regional Wealth Managing Director in our Southern California Market. With more than 30 years of professional experience, Steve leads a team of Private Wealth Advisors with the goal of helping clients reach their financial goals through planning, investment management, private banking, trust services, insurance, and integrated financial solutions.
Prior to joining Comerica Wealth Management, Steve was the National Market Executive and Managing Director – US Bank (formerly Union Bank Private Wealth Management). He was responsible for leading Private Bank sales and relationship management activity in nine offices in Southern California. Direct responsibility for Staff includes 40 Advisors and direct reports of a 68-person team in Southern California. He was responsible for all Private Wealth sales and service activities with a focus on Wealth Planning, Investment Management, Trust Administration as well as Private Banking and Institutional Services.
Steve has a BBA in Finance and Economics from Eastern Michigan University, Ypsilanti, Michigan, MI. He is also a Graduate of the Pacific Coast Banking School at the University of Washington (with honors). In addition, he carries the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®) earned from the American College for Financial Planning, Bryn Mawr, PA.
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.
Steve will be in touch soon.
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