Legacy Trust Family Wealth Offices Sponsors LPGA Golfer Amelia Lewis

Share Article

Jacksonville Wealth management company inks deal with local LPGA player to become its Official Client Ambassador. In a unique agreement, Amelia Lewis will interact with clients and prospects to help strengthen relationships.

News Image

Legacy Trust staff surround Chairman & CEO Kristin McLauchlan and LPGA player Amelia Lewis just after it was announced that Lewis would be the Wealth Management firm's client ambassador.

Our business is about relationships and Amelia can help us strengthen the bond between us and our client families.

At a Board of Directors meeting this morning, CEO and Chairman Kristin McLauchlan announced that Legacy Trust Family Wealth Offices (http://www.legacytrustcompany.com) will sponsor LPGA tour player and Jacksonville native, Amelia Lewis.

As a student at the Bolles School, (Jacksonville, FL) Amelia was a three-time All-First Coast Player of the Year (2006, 2007, 2008) and the 2009 Florida First Coast Scholar Athlete. Amelia amassed more than 50 junior, amateur and professional titles, including the prestigious 107th North and South Women’s Amateur at Pinehurst (2009). She climbed to a number three ranking the Golfweek Women’s Amateur golf rankings and stayed there for more than nine months, before turning professional in April 2010 at age 19.

Amelia also attended the University of Florida before turning pro. In her rookie campaign last season, playing in only eight events, she retained her LPGA Card. Earlier in January she also qualified for the Ladies European Tour (LET) by finishing 16th in the qualifying tournament. Earlier in February of this year, in her first official-money LET event, Lewis finished 22nd overall and was the top American in the LET’s Australian Masters. In the tournament’s second round she posted her career low round at eight under par. (http://www.AmeliaLewis.com)

The relationship between Ms. Lewis and Legacy Trust is unique in that it will focus mostly on Lewis’ ability to help Legacy Trust build relationships with clients and prospects as an ambassador for the firm. Typically, a relationship with a professional athlete focuses on media exposure. While Ms. Lewis will sport a Legacy Trust logo on her left sleeve during all playing and promotional opportunities, the main focus of this sponsorship is client entertainment.

Said McLauchlan, who herself played college golf at the University of Michigan and still carries a single-digit handicap, “I see in Amelia not only a player with a great history of winning, and not only a rising star in the professional ranks, but a young woman who can represent the values of our company. She is a good person, a hard worker and goal-driven. These are the things we want our employees, our clients and the community to see in our company and we think Amelia can successfully help us project that image.”

Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is a boutique wealth management firm focusing on the preservation of generational wealth. The largest independent firm of its kind in Florida, Legacy Trust provides discerning families and foundations with an alternative to the standard services offered by institutional bank and brokerages. Legacy Trust offers its clients full concierge financial oversight and generational wealth management that includes estate planning, investment management, tax strategies and trustee services.

In a recent survey of Legacy Trust’s clients, golf rated the highest among activities in which they participate and sports to which they pay attention, so sponsoring Lewis fit Legacy Trust’s client profile. Said Mark Berman, who’s company MediaShare Consulting Group represents Legacy Trust and brokered the relationship, “Amelia is a local girl with strong ties to the community. She is an up and comer. She has a high family-, work- and moral-ethic. She is an elite-level athlete and Legacy Trust serves elite-level families. Amelia and Legacy Trust share very similar brand DNA, and we felt strongly from the beginning of the fit.”

Ms. Lewis will participate at Legacy Trust golf outings and clinics, attend special events as a guest or host, and, when possible, even take Legacy Trust clients inside the ropes of tournaments. Legacy Trust will feature a link on their website where clients can go to follow Amelia’s progress. They will also tie into Amelia’s website and her social media endeavors.

No stranger to the golf business, Legacy Trust has recently committed to its third straight year as the “Official Wealth Management Firm” of the Nationwide Tour’s Winn-Dixie Jacksonville Open, however, sponsoring a player is new to the firm. “What really made us comfortable with Amelia is recognizing how similar her values are to those of our firm and to our clients,” added McLauchlan. She continued, “Sponsoring an athlete is uncharted territory for us. We’re putting her in front of our clients – people who have been successful in their own fields for their entire lives – and our player has to handle the role of ambassador for us. Even at 20, Amelia has demonstrated she is that player. Our business is about relationships and Amelia can help us strengthen the bond between us and our client families.”

Ms. Lewis is Jacksonville’s first native professional female golfer to earn an LPGA card in over 20 years. Amelia is committed to giving back and has started by helping aspiring junior and amateur golfers. On her own website Amelia provides helpful tips, nutritional information and in-depth information on competing at the junior golf, amateur golf and professional golf levels. With her inspiring path through the ranks, Amelia provides a unique perspective of her on- and off-the-course experiences, passing along invaluable advice to younger golfers who are following in her footsteps.

“Kristin and I share very similar traits,” shared Ms. Lewis in a meet and greet session with Legacy Trust employees. She added, “As a woman in the wealth management field, she has built a successful company from scratch by working hard and surrounding herself with motivated and dedicated people. That is as inspirational to me as I hopefully can be to them. In Legacy Trust, I have found a sponsor who can grow with me and who believes in me. When people believe in you the sky is the limit. I want to make a difference in this world and it becomes possible when you have the support of people like Kristin and the Legacy Team.”

About Amelia Lewis
Amelia Lewis was a 2009 Florida First Coast Scholar Athlete, winner of the 107th Women’s North & South Amateur Championship at Pinehurst (2009), and was ranked No. 3 in the Golfweek Women’s Amateur golf rankings when she turned professional April 6th 2010. Amelia won more than 50 titles in her junior, amateur and profressional career and earned accolades including Rolex All-American, a three-time All-First Coast Player of the Year (2006, 2007 & 2008) and the 2006 Callaway PGA Junior Player of the Year. 2012 will be Amelia’s second year on the LPGA Tour. Fans can “like” her facebook fan page at http://www.facebook.com/TheAmeliaLewis to receive golf tips, videos and more.

About Legacy Trust
Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is the largest independent firm of its kind in Florida, Legacy Trust provides discerning families and foundations with an alternative to the standard services offered by institutional bank and brokerages. Legacy Trust offers its clients full concierge financial oversight and generational wealth management that includes estate planning, investment management, tax strategies and trustee services. For information, please call 904.280.9100 or visit http://www.legacytrustcompany.com.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Mark D. Berman
MediaShare Consulting Group, Inc.
(904) 838-4962
Email >
Visit website