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Expertise makes
     the difference
 
  people
The Legacy Trust team includes credentialed and experienced trust, estate planning and wealth management professionals. They possess a broad range of expertise, having worked in senior management roles with large and small financial services firms. As part of our ongoing commitment to ensure that the needs of the client are always paramount, we continually expand our expertise through participation in professional seminars and training programs. Our professionals are also members in regional and national trust and banking organizations.
Kristin Mclauchlan

Kristin D. McLauchlan
Chairman/CEO

As the company’s founder and visionary, Kristin McLauchlan leads Legacy Trust Company in its efforts to consistently deliver the highest level of service and quality to its families. Under her leadership, the company has emerged as the only North Florida based Multi-Family Office for families with multi-generational wealth. Her primary focus is creating a differentiated offering to the ultra affluent including growth and strategic planning, corporate culture and new services. Kristin’s focus remains on building the company through client relationships and new offerings, with particular emphasis in trust and estate tax strategies, family foundations and overall family wealth planning.

 

Kristin has been involved in trust and investment services since 1990, when she served as first vice president and trust officer of SunTrust Bank, North Florida. During this time she managed the trust and investment services for the Bank’s most affluent market.

 

Kristin currently serves on the Ronald McDonald House Board of Directors, and is active with The Bolles School and the Art with A Heart program for children. Ms. McLauchlan holds a degree in Economics from the University of Michigan and is a graduate of the Florida Bankers Association’s Graduate Trust School.

 
 
Kristin Mclauchlan

Christopher R. “Kip” Zebroski
Managing Director

 

As the Managing Director of Legacy Trust Company, Christopher “Kip” Zebroski leads Legacy in its efforts to deliver a differentiated offering to the ultra affluent. Kip also serves on the Executive Committee and Investment Committee where he leads the integration of Legacy Trust’s investment capabilities with its trust service offering.

 

Before joining Legacy to implement an innovative investment platform, Kip started his financial career in Boston with CGM Funds and Cypress Tree Investments. He then moved to Florida to pursue a position as Regional Vice President with Manulife Wood Logan, the institutional arm of Manulife Financial, known domestically as John Hancock. In this position he worked with financial managers across the southeast, developing and implementing investment strategies for their clients. Kip has held the NASD Series 6, 7, 63 and 65 licenses.

 

Born in Stamford, CT, Kip is a graduate of Hartwick College in Oneonta, NY with a B.A. in Political Science. Kip currently resides in Ponte Vedra Beach with his wife Sarah and 4-year-old son James.

 

   
   
Steve Griffis

Steve Griffis
CFP/Directorr

 

As Director of Legacy Trust Company, Steve Griffis is responsible for building relationships and generating organic growth with Legacy Trust’s high net worth clients, centers of influence and industry contacts. His investment acumen, professionalism, and experience have been key factors in the development of a strong client base at Legacy Trust. Using his in-depth investment knowledge and ability to communicate investment concepts, he develops investment plans and implements overall wealth strategies for Legacy Trust clients.

 

Steve began his career at The Federal Reserve Bank, holding several key management positions in payment systems and member bank relations. He has also worked at First Union Bank and at Sun Trust Bank in the Trust and Investment Services areas providing investment and trust services to the bank’s high net worth client base.

 

Steve earned a Bachelor of Science degree in Economics from Florida State University, and received a Masters of Business Administration from the University of North Florida. He holds the Certified Financial Planner (CFP) designation, and has previously held the Series 7, 63, and 65 licenses. He is an Honors Graduate of the Florida Bankers Association Graduate Trust School, achieving the CTFA designation. Steve is an active member of the Rotary Club of Ponte Vedra Beach, and its former Treasurer.

 

 
   
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