Legacy Trust Family Wealth Offices Adds 30-Year Veteran to Investment Team
Ponte Vedra Beach, FL (PRWEB) November 06, 2013 -- Marty Flack has more than 30 years of investment and client relationship experience, and is now one of Legacy Trust Family Wealth Offices' newest team members (http://www.legacytrustcompany.com). Mr. Flack’s appointment as Director, Relationship Management, was introduced to the firm this morning by CEO and Chairman, Kristin McLauchlan, adding a level of client service to a company already ranked high on Florida Trend’s list of wealth management companies and on the Jacksonville Business Journal’s list of Trust Companies.
As a Director of the firm and Relationship Manager, Mr. Flack will work closely with Legacy Trust’s clients to understand their financial needs and coordinate a team of financial specialists and services. Said Kristin D. McLauchlan, CEO and Chairman, “Our continued growth gives us the confidence to keep adding personnel to our team.” She continued, “Our goal is to add resources that will continue to make us stronger and continue to provide our clients with more value. Marty’s experience is an asset to our firm, and we are happy to have him among our growing team of experts.”
Prior to joining Legacy Trust, Mr. Flack worked at several major financial institutions including Wells Fargo, Barnett Bank, First Union and SunTrust. He is an experienced banker whose specialties include investments, estate planning services, lending, and insurance. Mr. Flack attended the University of Michigan and Western Michigan University where he earned his B.B.A. degree in Finance. He is also a Certified Financial Planner and holds securities and insurance licenses.
Stated Mr. Flack, “Having been in this business for a number of years, and having worked with some of the larger institutions, it is refreshing to be part of a company that truly understands what personal service means.” He continued, “The word, ‘relationship’ is thrown around a lot in this business, and at Legacy Trust it is clearly not a word taken lightly. I am energized by this opportunity and more excited than ever to wake up every morning and work with my clients.”
Mr. Flack has been a resident of Jacksonville since 1987 where he lives with his wife. He has been actively involved in the Rotary Club, and currently serves as a board member for the Cathedral Arts Project.
About Legacy Trust
Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is the only firm of its kind in North Florida, a boutique wealth management firm founded “by families, for families,” 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. For information, please call 904.280.9100 or visit http://www.legacytrustcompany.com.
Mark D. Berman, MediaShare Consulting Group, Inc., (904) 838-4962, [email protected]
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