Annie Healy, AAMS®

Family Partner Associate

As a Family Partner Associate at Legacy Trust, Annie plays a vital role in supporting our Families and Family Partnership with care, precision, and purpose. Since beginning her career in the financial services industry in 2017, Annie has remained passionate about helping families build, manage, and preserve their financial legacies across generations. Prior to her role in financial services, Annie worked as a medical Speech-Language Pathologist. Annie holds the Accredited Asset Management Specialist (AAMS®) credential, a designation demonstrating skills in comprehensive financial planning, long-term engagement strategies, and planning for insurance, tax, retirement, and estate issues. 

 Fun Facts

Favorite nonprofit: First Coast Women’s Services and the Tim Tebow Foundation.

What is your favorite childhood memory? Baking apple pies from scratch with her grandma “Grams.”

Favorite Sports Team: Gonzaga Bulldogs - still holding out hope for that long-awaited NCAA Men’s Basketball Championship win!