Greenleaf Trust opened its first office outside Michigan with a new location in Naples, expanding in-person service for a growing base of Southwest Florida clients. The trust-only bank at 5811 Pelican Bay Blvd. serves more than 100 households that began their relationships in Michigan and now live in or spend part of the year in Florida. The Naples office provides wealth management, trust administration, retirement planning and family office services. Jeannine Stetson, vice president and senior trust relationship officer, will lead client relationships locally, anchoring Greenleaf Trust’s long-term commitment to the region and ensuring continuity for multistate families.
Greenleaf Trust opens first Florida office in Naples
Jeannine Stetson, vice president and senior trust relationship officer for Greenleaf Trust, works from the firm’s Naples office, which opened to support the company’s growing base of Southwest Florida clients and provide in-person wealth management and trust services.
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