Legacy Trust Family Wealth Offices
Investment ManagementView the employees at
Legacy Trust Family Wealth Offices-
Dalton Boatright, CFA® Portfolio Management Associate at Legacy Trust Family Wealth Offices
-
Metro Jacksonville
-
Rising Star
Marissa Kaye (Stovring) Client Experience Team Specialist-
Jacksonville, Florida, United States
-
Rising Star
Jameson Tronti Trust & Wealth Management Operations-
Jacksonville Beach
-
Top 10%
Susan Tronti Relationship Manager at Legacy Trust Family Wealth Offices-
Ponte Vedra Beach, Florida, United States
-
Top 10%
Chord McLaughlin, CFA Portfolio Manager at Legacy Trust Family Wealth Offices-
Jacksonville Beach, Florida, United States
-
Rising Star
Overview
We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? That could be because many of them are. They may earn commissions on trades or for selling certain investments. Or they may receive bonuses based on how much new business they generate — instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.
-