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Stephen Sherline, CFP®, currently serves as the Regional Managing Director for Comerica Wealth Management at Comerica Bank, a position held since May 2023. Prior to this role, Stephen was the Managing Director of National Executive Private Wealth Management at Union Bank from November 2017 to March 2023, overseeing significant wealth planning services. Stephen also held the title of Senior Vice-President and Market Leader at The Private Client Reserve from November 2014 to November 2017, where responsibilities included managing wealth for clients with over $3 million in assets. Additional experience includes leadership roles at Union Bank and Fifth Third Securities, along with a tenure at Solomon Smith Barney. Academically, Stephen holds a BBA in Economics & Finance from Eastern Michigan University, a Certificate of Completion in Banking and Leadership from the Pacific Coast Banking School, and is a Certified Financial Planner from The American College.