Jenna Bellovich Trust Advisor
JOINED NORTHERN TRUST
Education
- Bachelor of Arts in Management with minors in Accounting and Spanish from Hope College
Credentials
- Certified Financial Planner (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Holds FINRA Series 7 and 66 certifications
Expertise
As a Trust Advisor, Jenna works with high-net-worth individuals and their families to provide professional fiduciary guidance, trust administration, estate planning, and income tax planning. Jenna is known for cultivating relationships with her clients and their families. They appreciate her deliberate approach and how she digs into details to ensure the structuring of their estate plan is in line with their goals.
Experience
Jenna began her career at Northern Trust as a member of the 2012 Rotational Development Program on the Credit Track. With her conclusion of the program, Jenna joined the Lake Forest, IL office as an Associate Banking Advisor. During her years in banking, her interests led her to learn more about trusts and estate planning, and in 2016, she joined the trust team as a Fiduciary Account Manager. Jenna departed from Northern Trust in 2018 when her husband's career relocated them to Grand Rapids, MI. Since this time, she has served as a Trust Advisor at Merrill Lynch and shortly after, Plante Moran Trust. In 2022, Jenna was excited to rejoin Northern Trust as a Trust Advisor in the Grand Rapids, MI office.
Community Involvement
Jenna is a member of the West Michigan Estate Planning Council and the Western Michigan chapter of the Association for Corporate Growth.