Michael Boon, Cfp®

Michael Boon, Cfp® Email and Phone Number

VP Wealth Management Advisor Fifth Third Private Bank @ Fifth Third Private Bank
Michael Boon, Cfp®'s Location
Grand Rapids, Michigan, United States, United States
Michael Boon, Cfp®'s Contact Details

Michael Boon, Cfp® work email

Michael Boon, Cfp® personal email

n/a
About Michael Boon, Cfp®

I believe in values-based financial planning to not only grow wealth, but maximize the impact for my client's family, business, and philanthropy. I work with clients to bridge the gaps in their financial plan in the areas ofinvestment management, private banking, risk management, business succession planning, and trust services.

Michael Boon, Cfp®'s Current Company Details
Fifth Third Private Bank

Fifth Third Private Bank

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VP Wealth Management Advisor Fifth Third Private Bank
Employees:
301
Michael Boon, Cfp® Work Experience Details
  • Fifth Third Private Bank
    Vice President - Wealth Management At Fifth Third Private Bank
    Fifth Third Private Bank Dec 2022 - Present
    I help my clients optimize and align their wealth with their vision of success.
    View
  • Affinity Mentoring
    Board Member, Treasurer
    Affinity Mentoring Dec 2023 - Present
    Grand Rapids, Michigan, United States
    View
  • Oakworth Capital Bank
    Client Advisor
    Oakworth Capital Bank 2021 - Dec 2022
    Nashville, Tennessee, United States
    View
  • The Next Door, Inc.
    Board Member
    The Next Door, Inc. 2021 - 2022
    View
  • Jpmorgan Chase Bank, N. A.
    Private Client Banker
    Jpmorgan Chase Bank, N. A. 2016 - 2021
    Nashville, Tennessee, United States
  • Northgate Resorts
    Financial Analyst
    Northgate Resorts 2015 - 2016
    Grand Rapids, Michigan, United States

Michael Boon, Cfp® Education Details

Frequently Asked Questions about Michael Boon, Cfp®

What company does Michael Boon, Cfp® work for?

Michael Boon, Cfp® works for Fifth Third Private Bank

What is Michael Boon, Cfp®'s role at the current company?

Michael Boon, Cfp®'s current role is VP Wealth Management Advisor Fifth Third Private Bank.

What is Michael Boon, Cfp®'s email address?

Michael Boon, Cfp®'s email address is mi****@****tal.com

What schools did Michael Boon, Cfp® attend?

Michael Boon, Cfp® attended Grand Valley State University, Middle Tennessee State University (Mtsu).

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