The Preferred Legacy National Trust Bank Email Formats
Financial Services • 
Plain, Ohio, United States • 11-20 Employees
The Preferred Legacy National Trust Bank Email Formats
The Preferred Legacy National Trust Bank uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@preferredlegacy.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@preferredlegacy.com | 80% |
{last name}{last name} | doedoe@preferredlegacy.com | 13.3% |
{first name}{last name} | johndoe@preferredlegacy.com | 6.7% |
Key Contacts at The Preferred Legacy National Trust Bank
Denise M. Penz
Ceo And Vice-Chairman
Pamela Shields
Vice President - Director Of Retirement Services
Company overview
| Headquarters | 4840 Higbee Ave NW, Suite 4840, Canton, Ohio 44718, US |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 11-20 |
| Socials |
About The Preferred Legacy National Trust Bank
“The Preferred Legacy National Trust Bank provides a tailored approach for independent trustee services, guiding families and businesses with integrity and strategic solutions. Committed to knowing and understanding your family and business dynamics, we provide a range of services to meet the goals of each individual and family; we are advocates for your wealth and legacy and are able to work with outside and independent advisors to manage your unique and special assets within your estate plan.” Our services include: Fiduciary services including: Trust and Estate Admin Retirement Plan Trustee Family Stewardship & Philanthropy Charitable gifting Family & Donor Foundation Advisory Household Financial Management Enhanced Bill Payment Real Estate Advisory Financial Reporting Concierge Services Planning and Advisor Services Bank Advisory Private Investment Advisory Self-Directed IRA Administration Business Advisory The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Preferred Legacy National Trust Bank has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
The Preferred Legacy National Trust Bank has never raised funding before.
The Preferred Legacy National Trust Bank Tech Stack
Discover the technologies and tools that power The Preferred Legacy National Trust Bank's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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