April 23, 2021
With a hand in so many pies, Jennifer West could have run a successful bakery. Instead, she’s been a small business owner; adjunct professor at a community college; franchise owner; business development officer; school and community volunteer writ large; loving parent; and on and on.
As the vice president and wealth advisor for a large regional bank, Jennifer loved her work, got along famously with her clients, and enjoyed the company of her trusted colleagues. When a job recruiter called one day on behalf of a privately held wealth management firm, her instinct was to say what she always said to recruiters: “Thanks, but no thanks.” This time, however, two things were different: her bank was in the midst of its third merger in five years, and the recruiter was Greenleaf Trust. That changed everything.
With Greenleaf Trust’s 99% client retention rate; ingrained ethos of honest and honorable; service model that puts clients’ interests first; legal charter ensuring we will never be sold; $15 billion* in assets under advisement; and holistic approach that integrates asset management with tax mitigation, trusts, risk management, retirement, estate planning, philanthropy, family assistance, and so on, Greenleaf Trust was head and shoulders above the field. Jennifer’s opportunity to lead a high caliber wealth management team in the Great Lakes Bay Region was too good to pass up. And so, on April 12, 2021, she happily joined us as managing director of our new Midland office.
Jennifer West can hardly wait to introduce you to Greenleaf Trust. For select, qualified investors, we will confidentially review the merits of your current wealth management strategy, and, if appropriate, present an alternative plan. To learn more, call us anytime at 989.495.2033.
*AUA at close of market on April 15, 2021