In News

For Immediate Release

Contact:  Bill Walker
Legacy Trust, 616.454.2852
or
Mary Ann Sabo
Sabo Public Relations, 616.485.1432

Legacy Trust’s Laina Mills Promoted to Vice President and Senior Investment Manager

Grand Rapids, Michigan, February 12, 2014 – Laina Mills has been promoted to vice president and senior investment manager of Legacy Trust.

In her new role with the Grand Rapids investment and wealth-management services provider, Mills will be responsible for providing leadership in the development and execution of the company’s investment philosophy and strategies as well as management of key individual and family office client relationships, She will also oversee the preparation and distribution of periodic written communication to all clients summarizing current market conditions and company’s tactical strategies.

Mills joined Legacy Trust in 2009 and has served as a portfolio manager and an investment associate.
She began her career during college with Private Capital Management in Naples, Fla. She later joined UBS in Grand Rapids as a registered client service associate and was also an associate with Summit Investment Guidance Partners in Grand Rapids.
Mills holds a bachelor of arts degree from Rollins College in Winter Park, Fla. and designation as a certified financial planner, or CFP.   She is a member of the Western Michigan Estate Planning Council, Financial Planning Association, Economic Club of Grand Rapids and the World Affairs Council of Western Michigan. Mills volunteers her time with Gilda’s Club Red, is on the finance council of her church and is a member of the Grand Rapids Symphony Chorus.

A native of Alma, she now resides in Lowell with her husband, Mike.

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.

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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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