Greenleaf Trust Adds Senior Wealth Management Advisor to Naples Office

Vanessa Watt, CFA, CPWA^®, joins the Naples, Florida team to support continued growth in the region.

Greenleaf Trust has added Vanessa Watt, CFA, CPWA^®, as a Senior Wealth Management Advisor in its Naples, Florida office, supporting the organization’s continued growth in the region.

Vanessa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. Her work is tailored to each client’s unique needs and delivered through a team-based approach.

She brings ten years of experience in the financial services industry and holds a bachelor’s degree in economics and finance from Florida Gulf Coast University. Vanessa is a Chartered Financial Analyst^® Charterholder and has also earned the Certified Private Wealth Advisor^® designation.

Her addition reflects Greenleaf Trust’s ongoing commitment to serving clients in Southwest Florida with a consistent and relationship-based approach.

To learn more about Greenleaf Trust, visit www.greenleaftrust.com.

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. www.greenleaftrust.com