Preferred Legacy Trust

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

4840 Higbee Ave NW Ste 4840, Canton, Ohi...

Phone Number

(330) 462-7130

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Preferred Legacy Trust

Preferred Legacy National Trust Bank specializes in simplifying estate planning and trust administration for high-net-worth families. They offer a range of services including fiduciary services, retirement plan management, family stewardship, and comprehensive financial planning. The bank focuses on helping families protect and grow their wealth through personalized legacy strategies and financial stewardship. Their goal is to ensure that clients' values, assets, and impact endure for generations.Explore more
Preferred Legacy Trust's Social MediaPopular SearchesPreferred Legacy TrustPreferred Legacy Trust CoThe Preferred Legacy Trust Co7130 PreferredlegacytrustThe Preferred Legacy National Trust BankSIC Code 60,609NAICS Code 52,523Show more

Preferred Legacy Trust Org Chart

DP
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Chief Executive Officer & Vice Chairman

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SS
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Chief Operating Officer

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TG
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President

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President

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JK
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Vice President, Trust Operations Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred Legacy Trust

<$5M
11-50
Private
-
2020
DP
Denise PenzCEO & Vice Chairman
<$5M
1-10
Private
-
2001
LT
Leeto TlouBank Risk Officer
<$5M
1-10
Private
-
2007
DK
Darren KinseyManager, Operations & Client Services Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
RB
Rosalinda BridgesFinancial Advisor
<$5M
1-10
Private
-
2011
FJ
Frankie JohnsonFounder & President
<$5M
1-10
Private
-
2004
SP
Susan PeetStrategic Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Preferred Legacy Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Preferred Legacy Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Preferred Legacy Trust.

Preferred Legacy Trust Tech Stack

A closer look at the technologies used by Preferred Legacy Trust

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Frequently Asked Questions Regarding Preferred Legacy Trust

What is Preferred Legacy Trust's official website?
Preferred Legacy Trust's official website is www.preferredlegacy.com
What is Preferred Legacy Trust's Revenue?
Preferred Legacy Trust's revenue is <$5 Million
What is Preferred Legacy Trust's SIC code?
Preferred Legacy Trust's SIC: 60,609
What is Preferred Legacy Trust's NAICS code?
Preferred Legacy Trust's NAICS: 52,523
How many employees does Preferred Legacy Trust have?
Preferred Legacy Trust has 11-50 employees
What industry does Preferred Legacy Trust belong to?
Preferred Legacy Trust is in the industry of: Finance, Banking, Securities Trading
What is Preferred Legacy Trust competition?
Preferred Legacy Trust top competitors include: Wilkinson Wealth Management, Bridges Wealth Preservation, Custom Income Solutions, RG Advisory
What technology does Preferred Legacy Trust use?
Some of the popular technologies that Preferred Legacy Trust uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, GoDaddy DNS
How do I contact Preferred Legacy Trust?
Preferred Legacy Trust contact info: Phone number: (330) 462-7130 Website: www.preferredlegacy.com
What does Preferred Legacy Trust do?

Preferred Legacy National Trust Bank specializes in simplifying estate planning and trust administration for high-net-worth families. They offer a range of services including fiduciary services, retirement plan management, family stewardship, and comprehensive financial planning. The bank focuses on helping families protect and grow their wealth th... rough personalized legacy strategies and financial stewardship. Their goal is to ensure that clients' values, assets, and impact endure for generations.Read More

What are Preferred Legacy Trust social media links?
Preferred Legacy Trust Linkedin page Preferred Legacy Trust Facebook page
Is Preferred Legacy Trust a public company?
Preferred Legacy Trust is private company therefore does not currently have an official ticker symbol
See more information about Preferred Legacy Trust

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