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.
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."
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