What are the opening hours?

Monday 8:15am - 5pm Tuesday 8:15am - 5pm Wednesday 8:15am - 5pm Thursday 8:15am - 5pm Friday 8:15am - 5pm

Greenleaf Trust

Home
United States
Kalamazoo, MI
Greenleaf Trust

Financial security from generation to generation.

Greenleaf Trust is a privately held, wealth management firm offering specialized disciplines in asset management, trust and estate administration and retirement plan services. Through our straightforward and uniquely personal goals-based approach, we plan wisely for your financial security from generation to generation.

09/02/2026

Our Birmingham team recently added a touch of creativity and care to Sack Suppers through Kids' Food Basket The decorated lunch bags will be packed with nutritious meals and delivered to children in local schools and community programs.

It's a simple gesture, but one that reflects our commitment to serving others and strengthening the communities we call home.

Learn more about the impact Kids' Food Basket makes every day by visiting their website and consider sign up to volunteer.

08/31/2026

Join us in celebrating the work-i-versaries of Jeannine Stetson, Dana Hushak, Robenson Jean-Baptiste, Davis McFarlane, Amari Smith and Brittany Szymczak.

They are dedicated to our clients and make a meaningful impact on the Greenleaf Trust team.
Join us in congratulating them on these milestones.

08/28/2026

Congratulations to Kimberly Lloyd, CTFA, CWS®, CFP®, Trust Relationship Officer at Greenleaf Trust, on earning her CERTIFIED FINANCIAL PLANNER® certification.

This respected credential reflects Kimberly's dedication to her profession and her commitment to helping clients plan thoughtfully for their goals and their future.

Write a note of congratulations to Kimberly in the comments.

08/27/2026

Strong governance is at the heart of every organization's long-term success.

Diara Warr, Senior Wealth Management Associate at Greenleaf Trust, brings her passion for thoughtful, goal-based planning to this Viewpoints article about the important role wealth management plays in strengthening institutional governance.

In this Viewpoint article, Diara explores how the right partnership can help boards and investment committees align financial resources with their mission, uphold their fiduciary responsibilities and stay focused on long-term objectives, so they can continue creating meaningful impact for generations to come.

Read the full Viewpoints article on our website.
https://bit.ly/3S8IoGx

08/26/2026

Please join us in welcoming Nathan Wood Jr, Danielle Parmenter, Rob Morse and Noah Clark to Greenleaf Trust.

We’re looking forward to the impact they'll have on our clients and team.

08/25/2026

As the world changes, so do the laws that help protect what matters most.

With more than 25 years of experience in trust and estate administration, Dawn Moore, vice president and senior trust officer at Greenleaf Trust Delaware, offers thoughtful insight in this Perspectives article on the Delaware Banking Modernization Act of 2026.

From the recognition of digital assets to expanded fiduciary authority, Dawn explains why these updates reinforce Delaware's role as a trusted home for trust and estate planning.

Save and share this Perspectives article with anyone interested in trust, estate or digital asset planning. https://bit.ly/4cYgMe5

About Greenleaf Trust Delaware:

Greenleaf Trust Delaware, a Delaware limited purpose trust company, is regulated by the State of Delaware, Office of the State Bank Commissioner, is wholly owned by Greenleaf Financial Holding Company, a Delaware corporation.

08/24/2026

Behind every great workplace are the people who bring it to life.

We're proud to share that Greenleaf Trust has been named one of Crain's Detroit Business 2026 Best Places to Work in Michigan.

This recognition reflects the connection, support and genuine care our people bring every day. It's our team who makes Greenleaf Trust the place it is, and we couldn't be prouder.

Read the full press release on our website. https://greenleaftrust.com/news/crains-detroit-business-recognizes-greenleaf-trust-as-one-of-the-2026-best-places-to-work-in-michigan/

08/21/2026

Team bonding at Greenleaf Trust consists of games, laughter and a little competition!
Some of the best parts of Greenleaf Trust are the people we work alongside every day. 💚

08/20/2026

Big congratulations to Jackie Sperling on earning her SHRM-SCP and T'Ausia Allen on earning her SHRM-CP certification! 👏

These respected credentials reflect their dedication to the human resources profession and their commitment to supporting our team and culture at Greenleaf Trust. We're proud to celebrate this well-deserved accomplishments.

👏 Drop a 🎉 in the comments to congratulate Jackie and T'Ausia!

08/19/2026

The future of our industry depends on the people we invest in today.

As a senior relationship manager at Greenleaf Trust, Rosalice Hall, MCA, CRPS® brings a genuine passion for developing talent and building the next generation of retirement plan professionals.

In her Perspectives article, Rosie shares why this purpose-driven work matters and how mentorship helps prepare those who will serve plan sponsors and participants for years to come.

🔗 Discover why purpose, mentorship and growth define this rewarding field. Read the full Perspectives article.
https://bit.ly/4iealqN

Address

211 S Rose Street
Kalamazoo, MI
49007

Opening Hours

Monday	8:15am - 5pm
Tuesday	8:15am - 5pm
Wednesday	8:15am - 5pm
Thursday	8:15am - 5pm
Friday	8:15am - 5pm

Telephone

+12693889800

Website

http://www.greenleaftrust.com/, http://www.youtube.com/user/greenleaftrust

Alerts

Be the first to know and let us send you an email when Greenleaf Trust posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.