February 10, 2020
When a morning snow impeded Doug Bajor’s paper route, he did what any other determined grade-schooler would do: he ditched his bike, and delivered the paper by running door to door. That customer-ﬁrst mindset brought Doug to the attention of Greenleaf Trust, where he recently joined us as a senior wealth management advisor.
Doug and Greenleaf Trust were already running in similar circles, so to speak. He had driven by our Birmingham oﬃce countless times, and had long admired our reputation for always doing the right thing for clients; a core value close to his own heart. In Doug’s previous role at a large regional bank, he served as vice president and strategy portfolio manager, tasked with the management portfolios for high net worth individuals, endowments and foundations. Even so, he of investment wanted more: A wow factor of personal service, paired with a holistic plan that integrates
performance, trusts, risk management, tax planning, retirement, estate planning and charitable giving—always with the client’s best interest at heart.
Back to the snowy morning, it set into motion not only Doug’s love of marathons, but also his wealth of ideas to run by you. All it takes to hear them is a call.