Kelly Jorgensen

Family Office Coordinator at Greenleaf Trust - Kalamazoo, MI, US

Kelly Jorgensen's Colleagues at Greenleaf Trust
Brian Farrell

Senior Wealth Management Associate

Contact Brian Farrell

Thomas DeMeester

Managing Director

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Michael Storms

Senior Research Analyst

Contact Michael Storms

Anne Bohl

Wealth Management Coordinator

Contact Anne Bohl

Charles Knoll

Family Office Portfolio Manager

Contact Charles Knoll

Chelsea Holmes

Team Service Coordinator II

Contact Chelsea Holmes

Christine Hansen

Controller

Contact Christine Hansen

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Kelly Jorgensen's Contact Details
Email (Verified)
***@greenleaftrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
269-388-9800
Location
Grand Rapids Metropolitan Area
Company
Greenleaf Trust
Kelly Jorgensen's Company Details
Greenleaf Trust logo, Greenleaf Trust contact details

Greenleaf Trust

Kalamazoo, MI, US • 250 - 499 Employees
Financial Services

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account.As one of Michigan's first trust-only banks, we have more than 125 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Southeast Michigan and Northern Michigan. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve.

Wealth Management Wealth Management "Goals Based" Trust Administration Retirement Planning Retirement Plan Administration Estate Settlement Family & Foundation Services Endowment & Foundation Services Strategic Financial Planning Asset Managment Trust Wealth Management "Goals Based"​ Wealth Management "Goals Based"​ Family & Foundation Services Endowment & Foundation Services Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Kelly Jorgensen
Kelly Jorgensen currently works for Greenleaf Trust.
Kelly Jorgensen's role at Greenleaf Trust is Family Office Coordinator.
Kelly Jorgensen's email address is ***@greenleaftrust.com. To view Kelly Jorgensen's full email address, please signup to ConnectPlex.
Kelly Jorgensen works in the Financial Services industry.
Kelly Jorgensen's colleagues at Greenleaf Trust are Brian Farrell, Thomas DeMeester, Michael Storms, Anne Bohl, Charles Knoll, Chelsea Holmes, Christine Hansen and others.
Kelly Jorgensen's phone number is 269-388-9800
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