Marty Flack CFP®
Marty has been in the financial services industry for over 30 years. Prior to joining Legacy, he worked at several major financial institutions including Wells Fargo, Barnett Bank, First Union and SunTrust. He is an experienced banker whose specialties include lending, investments, estate planning services, and insurance.
As a Relationship Manager, Marty works closely with Legacy’s clients to understand their specific financial needs and coordinate a team of the right financial specialists and services. Marty’s focus is on ensuring Legacy’s clients receive the full concierge offering of financial oversight and generational wealth management that includes estate planning, investment management, tax strategies, and trustee services.
Marty attended the University of Michigan and Western Michigan University where he earned his B.B.A. degree in Finance. He is also a Certified Financial Planner. Marty has been a resident of Jacksonville since 1987 where he has been actively involved in several local charitable organizations.