Trust Relationship Officer receives Certified Trust and Fiduciary Advisor designation

Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

Michael specializes in providing a trust perspective to all wealth management discussions and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning attorneys. He is responsible for trust administration and holistic wealth management planning for clients. Michael practiced law for 20 years specializing in the areas of drafting estate planning documents, estate and trust administration, probate and trust litigation and preparation of estate tax returns. He earned his Bachelor of Arts from Kalamazoo College and his Juris Doctorate from Wayne State University Law School.

When asked about the successful certification, Senior Vice President, Director of Personal Trust – Development, Kevin Jawahir, CTFA commented, “Michael’s completion of the CTFA designation is evidence of his dedication to client service, fiduciary excellence and continuous improvement.”

The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

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.  ##