Wendy Zimmer Cox
Birmingham,
Michigan
Wendy Zimmer Cox serves as director of personal trust at the bank. She is responsible for assisting high-net-worth clients with holistic planning, including a variety of estate-planning and tax-savings strategies, charitable planning, business succession planning, and retirement plan distributions. Ms. Cox works with a client-centric team to provide clients with outstanding fiduciary and investment services. She joined Greenleaf Trust in May 2012, with more than 20 years of experience in the financial services industry and as a practicing attorney, providing the complete range of services, including estate and tax planning, guardianships and conservatorships, probate administration, and probate litigation. During those years, Ms. Cox appeared extensively before the probate court and has also appeared before the Michigan Court of Appeals and the Michigan Supreme Court. She is a member of the Financial and Estate Planning Council of Metropolitan Detroit. Ms. Cox is a frequent presenter on estate planning and administration.
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