Greenleaf Trust announces CPWA® designation

Wealth Management Advisor, Brian Farrell, received his Certified Private Wealth Advisor® designation.

Senior Wealth Management Advisor, Brian Farrell, recently received his Certified Private Wealth Advisor® designation. He is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. Brian has nearly 10 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Kalamazoo College. Brian has also earned the CERTIFIED FINANCIAL PLANNER® certification.

The Certified Private Wealth Advisor® certification is a professional credential for financial advisors who specialize in working with high-net-worth clients. It focuses on advanced strategies for managing and preserving wealth for individuals with substantial assets. This certification equips advisors with the knowledge and skills to address the unique financial challenges, including tax management, estate planning and wealth transfer.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, Greenleaf Trust National Association is an independent nationally chartered trust 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