Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.
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Verified contacts
12
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
55
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AA
Alexandra Aikens
Client Services Associate · Customer/Client Service
EmailPhone - AS
Andrew Settecerri
Associate Financial Advisor · Finance & Accounting
EmailPhone - CF
Colleen Frederick
Client Service Associate · Customer/Client Service
EmailPhone - JF
Jennifer Fowler
Trust and Estate Specialist · Finance & Accounting
EmailPhone - KH
Kristi Harvey
Exec Assistant · General Business & Management
EmailPhone - JW
Jim Winslow
Partner, Senior Financial Advisor · Finance & Accounting
EmailPhone - LY
Laura Yarckow
Chief Compliance Officer · Legal
EmailPhone - SS
Sonia S. Patel
Partner, Senior Financial Advisor · Finance & Accounting
EmailPhone - JS
Joan S. Hoeft
Senior Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Arbor Trust Wealth Advisors
11 distinct titles indexed · top 10 shown.
- 2partner, senior financial advisor
- 1associate financial advisor
- 1chief compliance officer
- 1client service associate
- 1client services associate
- 1coo
- 1exec assistant
- 1financial planner
- 1financial planning manager senior financial planner
- 1senior financial planner
- +1more titles
Sign up to unlock all 12 contacts at Arbor Trust Wealth Advisors
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