Gary Haapala
Lid van de Investeringscommissie bij Arbor Trust Wealth Advisors LLC
Profiel
Mr. Gary D.
Haapala is a Managing Partner & Senior Financial Advisor at Arbor Trust Wealth Advisors LLC.
He has over 29 years of financial industry experience and manages the operations of the firm in addition to providing strategic planning and wealth management advice to clients.
He also serves on the Investment Committee and the Fiduciary Committee.
Mr. Haapala has extensive resumé includes tenures as President of Wealth Management with United Bank & Trust, overseeing Trust Services and Financial Planning, United Investment Services and UB&T Insurance Agency; Region Manager, Vice President, Private Client Group with Fifth Third Bank, and Group Manager, First Vice President, Institutional Trust with Comerica Bank.
He earned his BBA with a concentration in Finance from Eastern Michigan University.
Actieve functies van Gary Haapala
Bedrijven | Functie | Begin |
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Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC Investment ManagersFinance Arbor Trust Wealth Advisors LLC (Arbor Trust) is an independent registered investment advisor and wealth management firm headquartered in Ann Arbor, Michigan. Founded in 2014, Arbor Trust offers advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, state-municipal entities, and businesses. | Lid van de Investeringscommissie | 01-08-2014 |
Eerdere bekende functies van Gary Haapala
Bedrijven | Functie | Einde |
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Fifth Third Bank (Grand Rapids, Michigan)
Fifth Third Bank (Grand Rapids, Michigan) Regional BanksFinance Fifth Third Bank is a state chartered commercial bank. The company is based in Grand Rapids, MI. | Corporate Officer/Principal | 01-01-2006 |
Comerica Bank & Trust, NA
Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 31-12-2002 |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | President | - |
UNITED BANCORP INC | Corporate Officer/Principal | - |
Opleiding van Gary Haapala
Eastern Michigan University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 5 |
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Fifth Third Bank (Grand Rapids, Michigan)
Fifth Third Bank (Grand Rapids, Michigan) Regional BanksFinance Fifth Third Bank is a state chartered commercial bank. The company is based in Grand Rapids, MI. | Finance |
United Bancorp, Inc. (Michigan)
United Bancorp, Inc. (Michigan) Financial ConglomeratesFinance United Bancorp, Inc. (Michigan) is a Michigan corporation, which serves as the holding company for United Bank & Trust. The company provides services through the bank's system seventeen banking offices, one trust office, one loan production office and twenty-one automated teller machines, located in Washtenaw, Lenawee, Livingston and Monroe Counties, Michigan. It has four business lines: The Bank offers a full range of services to individuals, corporations, fiduciaries and other institutions. Banking services include checking accounts, NOW accounts, savings accounts, time deposit accounts, money market deposit accounts, safe deposit facilities and money transfers. Lending operations provide real estate loans, secured and unsecured business and personal loans, consumer installment loans, credit card and check-credit loans, home equity loans, accounts receivable and inventory financing, and construction financing. It also offers customers a full array of conventional residential mortgage products, including purchase, refinance and construction loans. The company was founded on May 31, 1985 and is headquartered in Ann Arbor, MI | Finance |
Comerica Bank & Trust, NA
Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Finance |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Finance |
Arbor Trust Wealth Advisors LLC
Arbor Trust Wealth Advisors LLC Investment ManagersFinance Arbor Trust Wealth Advisors LLC (Arbor Trust) is an independent registered investment advisor and wealth management firm headquartered in Ann Arbor, Michigan. Founded in 2014, Arbor Trust offers advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, state-municipal entities, and businesses. | Finance |