Service is at the heart of everything we do! ?? This Presidents’ Day, the Greenleaf Trust team came together for our annual Day of Caring, giving back to the community through volunteer efforts. We're grateful for the opportunity to make a difference and proud to support the places we call home. #GreenleafGives #GreenleafTrust #DayOfCaring #CommunityFirst
Greenleaf Trust
金融服务
Kalamazoo,MI 4,330 位关注者
Financial Security from Generation to Generation.
关于我们
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.
- 网站
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https://www.greenleaftrust.com
Greenleaf Trust的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Kalamazoo,MI
- 类型
- 私人持股
- 创立
- 1998
- 领域
- Wealth Management、Wealth Management "Goals Based"?、Trust Administration、Retirement Planning、Retirement Plan Administration、Estate Settlement、Family & Foundation Services、Endowment & Foundation Services、Strategic Financial Planning、Asset Managment和Trust
地点
Greenleaf Trust员工
动态
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?? Congrats to our team! ?? We’re honored to be Featured in The Wall Street Journal and recognized as one of the Best & Brightest Companies in the Nation! At Greenleaf Trust, our people are at the heart of everything we do. Thank you to our dedicated team for making this achievement possible! #BestAndBrightest #WallStreetJournal #GreenleafTrust
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?? Big cheers to our unstoppable team! ?? We're honored to be recognized as a Top Most Loved Workplace for Career Advancement. At Greenleaf Trust, we empower our people to grow, innovate and achieve their dreams every day. This accolade reflects our commitment to fostering a culture where careers flourish and passion meets opportunity. Thank you for making Greenleaf Trust the inspiring place it is! ?? #GreenleafTrust #CareerAdvancement #GrowthMindset
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?? Chris Burns, CFA??, CPA??, CFP??, is featured in Yahoo Finance! ?? As Vice President & Assistant Director of Research at Greenleaf Trust, Chris shares valuable insights on the Earned Income Tax Credit (EITC) and how many eligible taxpayers are missing out on an average of $2,743 in savings. We’re proud to have Chris representing Greenleaf Trust with his expertise in financial planning and research! ?? Read the full article here: https://yhoo.it/3X83F2k #GreenleafTrust #FinancialInsights #TaxCredits #WealthManagement #EITC #FinancialPlanning
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?? Now Available: February 2025 Issue of Perspectives We are pleased to share the latest edition of Perspectives, featuring insights on the current economic landscape, estate planning strategies, retirement considerations and more. At Greenleaf Trust, we remain committed to providing thoughtful analysis and guidance to help our clients navigate financial decision-making with confidence. Read the full issue here: https://bit.ly/3F0uxe4 #GreenleafTrust #FinancialInsights #WealthManagement #EstatePlanning #EconomicTrends
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?? We're Hiring! Are you passionate about delivering exceptional client service and thriving in a team-oriented environment? Greenleaf Trust is looking for a Team Service Coordinator to join our Midland, MI office! ?? #Hiring #MidlandMI #GreenleafTrust #JoinOurTeam https://lnkd.in/g5PYYFST
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?? Happy Valentine’s Day from Greenleaf Trust! ?? Today, we celebrate what makes Greenleaf Trust truly special—our incredible team and our shared commitment to excellence. Through every challenge and success, our resilience, integrity and camaraderie continue to drive us forward. Let’s take a moment to appreciate all we’ve accomplished together—and the many successes still to come. Wishing you a day filled with gratitude, joy and maybe even a little chocolate! ?? #ValentinesDay #GreenleafTrust #Teamwork #Gratitude
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Honoring the Legacy of Ronald Nelson Kilgore ? We celebrate the life and legacy of Ronald Nelson Kilgore, Greenleaf Trust’s first CEO and “Keeper of the Culture.” Ron’s visionary leadership, wisdom and dedication to client service laid the foundation for our success. His legacy of servant leadership will continue to inspire the Greenleaf Trust team for years to come. ? We invite you to read Chairman William D. Johnston’s heartfelt tribute to Ron and his extraordinary contributions:?https://bit.ly/41djya0 Our thoughts are with Ron’s family, friends and all who had the privilege of knowing him. He will be deeply missed. ? #LegacyOfLeadership #KeepersOfTheCulture #GreenleafTrust
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Greenleaf Trust is recruiting our next leader, an Internal Audit Manager. If you want to grow with a gracious company that lives its values daily, please apply! Come see how we place our client's needs first, with colleagues that excel at teamwork and continuous improvement. Exceptional service and performance is in our DNA!
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Proud to be an Inclusive Workplace! Greenleaf Trust is honored to be recognized by COLOR Magazine as an Inclusive Workplace in 2025! This recognition celebrates organizations that foster inclusivity, belonging, and psychological safety in the workplace. “At Greenleaf Trust, inclusivity isn’t just a checkbox; it’s our heartbeat,” said Michael Odar, President & CEO. “Inclusivity means our teammates can bring their unique selves to work and have it seen as an asset that makes us better.” ?? Read more here: https://bit.ly/419yGoL #GreenleafTrust #InclusiveWorkplace #COLORMagazine
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