October 7, 2021 Birmingham, MI – Greenleaf Trust announces CTFA designation
Senior trust relationship officer receives Certified Trust and Fiduciary Advisor designation
Mark Meyers, CFP, CTFA, CLU, ChFC, a Senior Trust Relationship Officer in southeast Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association.
Mark provides holistic and unbiased trust services to organizations and individuals. He has over 10 years of experience consulting with clients and peers regarding investments, insurance, estate, and business succession planning. His goal is to help our clients achieve peace of mind, accomplish their long term goals, and sustain their legacy. A graduate of Central Michigan University, Mark is a CFP™ professional, Certified Trust and Fiduciary Advisor, and has earned his Chartered Life Underwriter® and Chartered Financial Consultant® designations.
When asked about the successful certification, Chief Client Officer Daniel Rinzema commented, “We are committed to fiduciary excellence for our clients. The addition of the CTFA designation to Mark’s existing credentials is evidence of his continued dedication to provide top-tier service to our clients. The client centric team celebrates his hard work and is grateful for his purposeful growth.”
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. www.greenleaftrust.com