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Grand Rapids, Mich. (June 15, 2022) – Legacy Trust, the largest private trust bank headquartered in Grand Rapids, is pleased to announce the appointment of Lynn Jekkals to its Board of Directors. Ms. Jekkals replaces banking icon and civic leader, Bonnie K. Miller, who stepped down from her board position on June 2, 2022 after 18 years of service.

“We’re extremely pleased to have Lynn join our Board,” said Tracey Hornbeck, President and CEO of Legacy Trust. “Lynn’s risk and insurance knowledge, business acumen, energy and community service will further our overall reach and impact.”

Ms. Jekkals has worked in a variety of roles at Aon over the past 30 years but is currently the Central Region Leader overseeing offices in six states including Michigan. Prior to this, she served as Managing Director of the company’s Grand Rapids office, providing day-to-day leadership to clients and colleagues. Her areas of expertise include risk reduction strategies, insurance solutions for M&A transactions and property-casualty solutions in several major industries. She was named Risk and Insurance Power Broker of the Year for the Retail Industry in 2013 and 2014.

“I’m honored to join so many successful business and community leaders on the Board at Legacy Trust,” said Ms. Jekkals. “Legacy is a firm that not only delivers outstanding professional services in the wealth management and estate planning areas and they are also committed to being a great community steward. Their business and community values mirror my own.”

Legacy Trust is an independent, locally owned, Michigan-chartered bank that was founded in 2004. Its experienced staff specializes in providing investment and wealth management services to individuals, families, foundations and nonprofits in the region. It has been recognized multiple times as one of the Best and Brightest Companies to Work for in West Michigan.

“Lynn is an impressive leader and we are excited to add her talents and perspective to our Board,” said Steve Heacock, Chair of the Legacy Trust Board. “We are also very thankful for all of the contributions that Bonnie Miller has made to Legacy Trust over the years. She has been a trusted colleague and advisor from the earliest days of the firm.”

Ms. Jekkals was elected to the Board on June 2nd. As part of her Board responsibilities, she will also serve on the Legacy Trust Audit Committee.

   

Lynn Jekkals                                                           Bonnie Miller

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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