Greenleaf Trust announces two designations on client centric team

Senior Estate Settlement Officer, Alexandria Solis-Mullen, receives Certified Trust and Fiduciary Advisor designation, and Senior Wealth Management Advisor, Corbin Donaldson, receives Chartered Life Underwriter designation.

Alexandria Solis-Mullen, a Senior Estate Settlement Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. The CTFA designation is awarded to individuals who demonstrate excellence in the field of trusts and wealth management.

Alexandria is primarily responsible for estate settlement for the personal trust team. She has specialized in estate settlement for seven years. She earned her J.D. from Western Michigan University Thomas M. Cooley Law School and her Bachelor of Arts in English professional writing and political science from Western Michigan University in Kalamazoo. She is also a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan and holds a certification in probate and estate planning through the Michigan Institute of Continuing Legal Education.

Senior Wealth Management Advisor, Corbin Donaldson, received his Chartered Life Underwriter designation from the American College of Financial Services. The designation demonstrates an in-depth understanding of practical, legal and ethical aspects of life insurance.

Corbin is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. He has over ten years of experience in the financial services industry and earned his bachelor’s degree in finance and management from Cornerstone University and a master’s degree in finance at Davenport University. Corbin has also earned his CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com

##