Suzanne Stepan Email & Phone Number | Vice President, Sr. Wealth Management Advisor

Suzanne Stepan

Vice President, Sr. Wealth Management Advisor
Traverse City, Michigan, United States

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Suzanne Stepan’s Email sstepan@greenleaftrust.com

Suzanne Stepan’s Phone Numbers +1269-388-****

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Suzanne Stepan’s Location Traverse City, Michigan, United States

Suzanne Stepan’s Current Industry Greenleaf Trust

Suzanne Stepan’s Prior Industry hemming& Wealth Management | Mercer Advisors | FIM group | Noddings Investments

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Work Experience

Greenleaf Trust

Vice President, Senior Wealth Management Advisor

2020-11-01 - Present

hemming& Wealth Management

Investment Services

2019-07-01 - 2020-07-01

Mercer Advisors

Portfolio Manager

2018-12-01 - 2019-05-01

FIM group

Global Portfolio Manager

2003-09-01 - 2018-12-01

Noddings Investments

Vice President

1989-01-01 - 2003-06-01

Skills

wealth management wealth management goals based trust administration retirement planning retirement plan administration estate settlement family foundation services endowment strategic financial planning asset managment trust financial services

Languages

FAQ About Suzanne Stepan

Suzanne Stepan is located at
Traverse City, Michigan, United States

Suzanne Stepan is a Vice President, Sr. Wealth Management Advisor

Suzanne Stepan currently works in the Greenleaf Trust |

Suzanne Stepan speaks the following languages: English

Suzanne Stepan has prior
experience in the following industries:
hemming& Wealth Management | Mercer Advisors | FIM group | Noddings Investments

Suzanne Stepan has the following professional experience:
Greenleaf Trust | hemming& Wealth Management | Mercer Advisors | FIM group | Noddings Investments