US-based Legacy Trust Family Wealth Offices has expanded its investment team with the appointment of Marty Flack as director of relationship management.
In his new role, Flack will work closely with Legacy Trust’s clients to understand their financial needs and coordinate a team of financial specialists and services.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Before joining Legacy, Flack has worked at several major financial institutions including Wells Fargo, Barnett Bank, First Union and SunTrust.
Flack has more than 30 years of investment and client relationship experience and specializes in investments, estate planning services, lending, and insurance.
Kristin McLauchlan, CEO and chairman, said: "Our goal is to add resources that will continue to make us stronger and continue to provide our clients with more value."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
