Legacy Private Trust Company
Susan Hickey currently serves as Vice President at Legacy Private Trust Company since October 2018. Previously, Susan held the position of Vice President and Senior Wealth Advisor at Johnson Financial Group from June 2015 to June 2018, and also served as Vice President at Associated Bank from June 2011 to June 2015, M & I Bank from 2005 to 2011, and Ozaukee Bank from 1998 to 2005, where the role was as Senior Trust Officer. Susan's educational background includes a CTFA and CWS in Trust Administration, Sales, and Marketing from Cannon Financial Institute, along with a Bachelor's degree in Liberal Arts from Marquette University, attained between 1981 and 1984.
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Legacy Private Trust Company
Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/