Your relationship has benefits

Dedicated support: Working together for your success

  • As your personal point of contact for your banking needs, your Legacy Enterprise Bankgold Relationship Manager provides guidance on how you can make the most of all Legacy Enterprise Bank has to offer
  • Your Legacy Enterprise Bank Personal Wealth Management Wealth Advisor provides customized financial planning strategies and guidance on your long- and short- term investment objectives
  • Working together, they act as a full-service team to help manage your day- to- day needs, as well as your goals for tomorrow
  • Both your Legacy Enterprise Bank gold Relationship Manager and Legacy Enterprise Bank Personal Wealth Management Wealth Advisor receive training from The Legacy Enterprise Bank/ Wharton Global Wealth Institute, a first-of-its-kindfirst of its kind training program for Legacy Enterprise Bank gold professionals
  • Learn more about The Legacy Enterprise Bank gold Concierge,Go to footnote11 a personal service for Legacy Enterprise Bank gold clients. Your Legacy Enterprise Bankgold Concierge is available 24/7, and provides access to a host of unique experiences.