Categorized | Breaking News, JAX Briefs

Suzanne Morris and Chord McLaughlin join Legacy Trust

— Adding strength to an already well-regarded investment team —

Suzanne Morris headshotAdding support to its operations and investment departments, Legacy Trust Family Wealth Offices announced this morning the addition of Suzanne J. Morris as Trust Operations Coordinator and Chord A. McLaughlin as Portfolio Management Associate. As Legacy Trust Family Wealth Offices’ newest team members, Ms. Morris and Mr. McLaughlin add a level of client service to a company already ranked high on Florida Trend’s list of wealth management companies and on the Jacksonville Business Journal’s list of Trust Companies.

 Suzanne Morris’ responsibilities include daily balancing and reconcilement, as well as regulatory compliance and on-boarding new clients.   Ms. Morris contributes 20 years of financial services experience. Her past roles include analyst, office manager, and assistant controller.   Ms. Morris has lived in the Jacksonville area for most of her life, and presently resides in Ponte Vedra Beach.  She has a Bachelor of Science degree in Finance from Florida State University and a Paralegal certification from the University of North Florida.

Chord McLaughlinChord McLaughlin is a graduate of the University of North Florida where he received his BBA from the Coggin College of Business.  He was most recently a Life Insurance Product and Industry Analyst with Pinnacle Insurance and Financial Services, LLC in Jacksonville, FL.  He is currently in pursuit of his CFA Designation having passed Level 1 of the CFA examination in June 2013.  As an Investment Associate for Legacy Trust, McLaughlin will perform portfolio analysis and monitoring, assist with execution and reporting.  Legacy Trust employs a fully diversified asset allocation investment philosophy utilizing mutual funds, separate account managers, hedge funds and limited partnerships.

Said Kristin D. McLauchlan, CEO and Chairman, “Our continued growth gives us the confidence to keep adding personnel to our team.”  She continued, “Our goal is to add resources that will continue to make us stronger and continue to provide our clients with more value.  Suzanne and Chord have already proven to be great assets to our staff and we are happy that they have joined our growing team of experts.”

About Legacy Trust

Legacy Trust Family Wealth Offices of Ponte Vedra Beach, FL is the only firm of its kind in North Florida, a boutique wealth management firm founded “by families, for families,” focusing on the preservation of generational wealth.  The largest independent firm of its kind in Florida, Legacy Trust provides discerning families and foundations with an alternative to the standard services offered by institutional bank and brokerages.  Legacy Trust offers its clients full-concierge financial oversight and generational wealth management.

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