Team member
Tony Gerard
Trust Relationship Officer
As a trust relationship officer at Greenleaf Trust, Tony is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With nearly 15 years of experience in the financial services and financial planning industry, he’s well-versed providing recommendations and innovative solutions to clients’ investment and estate planning needs. Tony received his bachelor’s degree from Western Michigan University and is currently pursuing his Certified Trust and Financial Advisor designation.