Mary offers our clients a unique perspective on the Family Office landscape, and we're truly excited to add her experience to our team.
Ponte Vedra Beach, FL (PRWEB) January 7, 2011
Mary E. Williams has joined Legacy Trust Family Wealth Offices as Director, Relationship Manager. As Director of Legacy Trust Family Wealth Offices, Ms. Williams is responsible for building relationships and generating organic growth with Legacy Trust's high net worth clients, centers of influence and industry contacts. Using her in-depth investment knowledge and ability to communicate investment concepts, she develops investment plans and implements overall wealth strategies for Legacy Trust clients.
Before joining Legacy, Mary was with The Northern Trust Company (Chicago, IL) as a Vice President since 1992. During this time she served as a wealth strategist in Personal Financial Services developing and implementing investment solutions for their clients. Mary began her career at Sun Trust Bank (Orlando, FL) in the Trust and Investment Services focusing on the bank's high net worth client base.
Ms. Williams is a graduate of Sweet Briar College in Sweet Briar, VA with a BA in International affairs. She holds the NASD Series 6 and 63 and is a graduate of the Florida Bankers Association's Graduate Trust School.
About Legacy Trust Family Wealth Offices
Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is 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 that includes estate planning, investment management, tax strategies and trustee services. For information, please call 904.280.9100 or visit http://www.legacytrustcompany.com.