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Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner
Laina Mills, CFA, CFP, will be inducted into the 2021 class of recipients this December

GRAND RAPIDS, MICH – December 4, 2020 – Legacy Trust Senior Vice President and Chief Investment Officer Laina Mills, CFA, CFP, was selected as a winner of the 40 Under 40 Wealth Management Award by the American Bankers Association. Mills is the only member of the Grand Rapids community on the list and one of two recipients from Michigan.

The award recognizes wealth management and fiduciary professionals nationally who are committed to the highest standards of achievement at work and in their communities. Honorees are chosen based on a list of criteria including their academic training, personal integrity, professional and community service, and leadership skills.

Mills joins the 2021 class of winners who will be announced and honored at the 2021 Wealth Management and Trust Conference hosted by ABA. ABA is a champion for the banking industry providing education, advocacy, tools and insights its members need to succeed.

Mills’ wealth management career spans 17 years. She began with Legacy Trust, in 2009. In her current role she leads the development, execution and oversight of the company’s investment philosophy and asset management strategies. This includes asset allocation guidelines, tactical positioning, portfolio construction, and investment policy design. She also directly manages key individual and family office portfolios, working alongside the firm’s wealth management staff to deliver investment solutions that are customized to meet client needs.

Throughout her successful wealth management career, Mills has been an involved member of the West Michigan community. She serves on a number of community boards including the Frederik Meijer Gardens & Sculpture Park, Downtown Market Grand Rapids, Opera Grand Rapids, and Catholic Charities West Michigan. She also served as a committee member for the St. Cecilia Music Center and a member of the Association for Corporate Growth West Michigan.

Mills’ wealth management career before Legacy Trust included positions with Summit Investment Guidance Partners and UBS. She is a chartered financial analyst and certified financial planner.

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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