Adam Mangiapane | Source | Trust Relationship Officer at Greenleaf Trust
Adam Mangiapane
Trust Relationship Officer at Greenleaf Trust
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Adam provides servicing of account needs, trust administration and fiduciary compliance for his clients in a team-based environment. A graduate of Oakland University, Adam has over 20 years of experience in the trust business, including risk management and compliance, private wealth trust administration and institutional trust administration.
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Greenleaf Trust
Trust Relationship Officer
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Empowering Seniors: Navigating Financial POA, Annuities, and Joint Accounts
Adam advises starting open conversations about financial Power of Attorney (POA) to protect against mismanagement. He explains annuities as a steady retirement income source and highlights joint accounts' impact on estate planning. Adam suggests consulting professionals for tailored advice, ensuring financial clarity and security for seniors.
