Jeff Steeby
Senior Vice President of Wealth Management at Highpoint Community Bank
Based in Grand Rapids, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Grand Rapids
Industry
Banking
Company size
47
Contact information
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j•••••••@highpointcommunitybank.com
Phone
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Background
About Jeff Steeby
As a Senior Manager in Wealth Management, I am committed to providing a high level of service to our clients that exceeds their expectations. I strive to simplify the financial complexity that many clients experience given their wealth. I have a passion for educating clients on the many options available to them regarding their investments, tax strategies, charitable planning, and estate preservation. It is my goal to be the first call clients make when they have a financial question. I enjoy my time as a leader of team members and their various roles, believing strongly that a team-based approach to client service is the optimal service model. Leading others to meet the challenges of our organization and the needs of our clients is a role in which I excel. Inspiring others to do their best and challenge themselves to be better and more knowledgeable is very satisfying. Specialties include: Wealth Management I Estate Planning I Motivator I Educator
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