Greenleaf Trust adds to client centric team in northern Michigan:

Kimberly Lloyd joins Greenleaf Trust as a senior trust relationship associate in Traverse City, Michigan. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients.  Kimberly has a Bachelor’s of Business Administration from Davenport University with a minor in Financial Analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist.  Kimberly has over six years in the financial services industry, and two years serving as client relationship manager.

About Greenleaf Trust

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