Wendy and mostly sunny.
Wendy Cox could have cried. It would have been unusual to do so at such a happy moment, in the middle of her job interview. But there she was, listening to the company’s top executive articulating his expectation of employees. There were no catchphrases, and no business book themes du jour. There was, instead, a clear premise spoken with conviction: “Do what’s right, honest and honorable, and always put the clients’ interests first.”
It was exhilarating to hear. And it was a first. Over the previous 20+ years, Wendy had been VP, director of private sales for a major bank, where she’d overseen a team of wealth management advisors and insurance specialists; she’d practiced law in the areas of probate and trust litigation and administration; she was securities-licensed, holding the Series 7, 66 and 24; and she’d earned BA and JD law degrees from the University of Michigan. But now, for the first time in her professional life, she was hearing what she had long wanted to hear. Not as an aside, but purposefully from William D. Johnston, Chairman and President of Greenleaf Trust.
On May 7, Wendy Cox joined Greenleaf Trust as a Trust Relationship Officer. From our Birmingham office, she advises clients on trust- and estate-related matters, and oversees day-to-day account and fiduciary requirements. As an integral part of a Michigan-based wealth management firm with nearly eight billion dollars in discretionary assets, client satisfaction rates approaching 100%, and an unwavering focus on integrity and trust, she’s also in a position to significantly improve your well being.
To learn how Wendy and Greenleaf Trust can help you achieve financial security from generation to generation, call us. Your own tears of joy may flow.