Preferred Legacy Trust Company

  • Financial Services
  • Canton OH
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
4840 Higbee Ave NW, Canton OH
Website
preferredlegacy.com
Employees
13
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Preferred Legacy Trust Company

Preferred Legacy Trust Company is a financial services company based in Canton, Ohio. The company is dedicated to providing a range of services to families and businesses, including trust and estate administration, retirement plan trustee services, family stewardship and philanthropy, charitable gifting, family and donor foundation advisory, household financial management, and concierge services. Preferred Legacy Trust Company offers tailored solutions to meet the unique needs of each client. They work with independent advisors to manage assets within estate plans and provide fiduciary services to ensure the well-being of their clients' legacies. The company distinguishes itself through its commitment to integrity and personalized service. They strive to understand the specific goals and objectives of each client, crafting customized solutions that align with their values and aspirations. For more information about Preferred Legacy Trust Company and its services, please visit their website at preferredlegacy.com.

Company Leadership

Denise Penz

CEO and Vice-Chairman

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Tiffany A.

President

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FAQ

What is the location of Preferred Legacy Trust Company's headquarters?
The headquarters of Preferred Legacy Trust Company are situated at 4840 Higbee Ave NW, Canton OH
What is Preferred Legacy Trust Company's official website?
The official website of Preferred Legacy Trust Company can be found at preferredlegacy.com.
What is Preferred Legacy Trust Company's current revenue?
As of June 2023, Preferred Legacy Trust Company's annual revenue reached $10B.
How many employees does Preferred Legacy Trust Company currently have?
Preferred Legacy Trust Company employs approximately 13+ people as of June 2023
Which industries is Preferred Legacy Trust Company primarily operating in?
Preferred Legacy Trust Company operates in the following industries: Finance, Credit
Who is the CEO and Vice-Chairman of Preferred Legacy Trust Company?
Preferred Legacy Trust Company's CEO and Vice-Chairman is Denise Penz

Employee Directory

Key Employees

Jeffrey Hall

Executive Vice President, Chief Fiduciary Officer

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David Hall

Vice President, Investment Strategist & Bank Advisory Officer

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Kristen Knight

Trust Officer

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