For Immediate Release
Contact: Barbara Paneral
Legacy Trust, 616.454.2852
or
Mary Ann Sabo
Sabo Public Relations, 616.485.1432
Legacy Trust’s Laina Mills Receives Promotion, CFP® Certification
Grand Rapids, Michigan, December 1, 2010 – Laina Mills, an investment associate with Legacy Trust, has been promoted to portfolio manager and received her Certified Financial Planner™ certification.
In her new role with the Grand Rapids investment and wealth-management services provider, Mills will now be responsible for the development and implementation of investment policies and strategies for select client relationships. She joined Legacy Trust in 2009 and has served as an investment associate.
She also recently secured CFP certification, which ensures that a planner has demonstrated a commitment to the highest standards of professionalism. To earn certification, a person must complete a rigorous education requirement, hold a bachelor’s degree from an accredited university, have at least three years of qualifying work experience and pass a 10-hour exam on financing planning.
“Laina has become a valuable member of our team in a relatively short time,” said Bill Walker, CEO of Legacy Trust. “She brings a deep knowledge of systems and analytics to our team, and we are very pleased to promote her to portfolio manager.
“We are also very pleased that Laina has received the CFP certification, which demonstrates a true commitment to the profession – and to delivering a high level of customer service.”
Mills began her career during college with Private Capital Management in Naples, Fl. She later joined UBS in Grand Rapids as a registered client service associate and most recently was an associate with Summit Investment Guidance Partners in Grand Rapids.
Mills holds a bachelor of arts degree from Rollins College in Winter Park, Fla. She volunteers her time with Gilda’s Club Red and on the finance council of her church, and is a member of the Grand Rapids Symphony Chorus. A native of Alma, she now resides in Lowell.
About Legacy Trust
Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth-management services to individuals, families, foundations and non-profits in West Michigan. Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client. For more information, visit us at www.legacygr.com.
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