In News

Contact:  Bill Walker
Legacy Trust, 616.454.2852
or
Erin Nemastil
Sabo Public Relations, 616.633.0642

Jessica M. Schilling joins Legacy Trust as Account Executive
Grand Rapids, Michigan, Jan. 29, 2015 – Jessica M. Schilling has joined Legacy Trust as an account executive.

In her new role with the Grand Rapids investment and wealth-management services provider, Schilling will be responsible for leading client teams and serving as their primary financial advisor while providing a comprehensive approach to their wealth and overall objectives. She will focus on asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies.

Most recently, Schilling worked as a trust and estate advisor for Comerica Bank. A practicing attorney, she had also worked at Schotlen Fant, PC and at Varnum Law in Grand Haven before owning her own firm, Life Happens Law. Schilling began her career as a paralegal in the Denver City Attorney’s office in Denver.

Schilling received her bachelor’s degree from Hamline University in St. Paul, Minn. and earned her law degree from the Thomas M. Cooley Law School cum laude.  She was voted Top 20 Under 40 in Business in Ottawa County in 2012. Active in the community, Schilling is a member of the Bras for a Cause Committee, the American Cancer Society Strides Against Breast Cancer Ambassador Committee and the Relay for Life and Senior Neighbors Twilight Shines planning committees.

A native of Minnesota, Schilling now resides in Grand Rapids.

About Legacy Trust
Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth management services to individuals, families, foundations and non-profits in West Michigan.  Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client.  For more information, visit us at www.legacygr.com.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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