Greenleaf Trust Opens Office in Naples, Florida to Serve Growing Base of Clients in the Region

Jeannine Stetson, CTFA, CDFA, will anchor the Naples office as Vice President, Senior Trust Relationship Officer, spearheading client relationships

KALAMAZOO, Mich. Oct, 7 2025 — Greenleaf Trust, one of Michigan’s first privately held and managed trust-only banks, has opened a new office in Naples, Florida, its first location outside of Michigan. The move reflects years of client growth in the region, including more than 100 households that began their relationship with Greenleaf Trust in Michigan and now live in, or spend part of the year in Southwest Florida.

The Naples office allows Greenleaf Trust to offer face-to-face service for Florida-based clients and ensure continuity for families with ties to both states. It also marks a long-term commitment to the region, where the firm now provides its full suite of services, including wealth management, retirement planning, trust administration and family office support.

“Approximately 10 percent of our Michigan-based clients have migrated to Florida during our 26 years of business,” said Mike Odar, President and CEO at Greenleaf Trust. “Opening an office here helps us meet them where they are. It’s a simple continuation of how we’ve always grown, by showing up for our clients and earning their trust over time.”

Jeannine Stetson, CTFA, CDFA, joins Greenleaf Trust as vice president, senior trust relationship officer. She is the first team member in the Florida office and will play a foundational role in building the company’s presence in the region.

“I’ve spent my career helping individuals and families plan for the future, and I’ve learned that good advice always starts with listening,” Stetson said. “That’s why I joined Greenleaf Trust; the firm puts relationships first and does what’s right for each client. I’m honored to help bring that approach to Florida.”

Stetson brings more than two decades of experience serving families in Southwest Florida in trust and estate administration, financial planning and multigenerational client service. She is known for offering thoughtful, personalized fiduciary guidance and helping clients navigate complex family and financial matters with care and long-term perspective.

Stetson earned a Bachelor of Science in business administration with a minor in economics from Hodges University and is a graduate of both Florida Bankers Association Trust School and American Bankers Association National Trust School. She holds both Certified Trust and Fiduciary Advisor and Certified Divorce and Financial Analyst^® designations.

This expansion represents the latest chapter in Greenleaf Trust’s continued growth, one that remains rooted in long-term relationships built on trust, service and accountability.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, 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.