Marty Flack

Marty Flack is a Director and Relationship Manager at Legacy Trust Family Wealth Offices, a boutique multi-family wealth office headquartered at 4200 Marsh Landing Boulevard, Jacksonville Beach, Florida. He joined the firm's investment team around 2013, when the firm publicly announced adding him as a "30-year veteran." At the time of hire he brought more than 30 years of investment and client-relationship experience, and his role centers on understanding client families' financial needs and coordinating the appropriate specialists across investments, estate planning, lending, and insurance.

Before Legacy Trust, Flack spent his career inside large retail and private banking institutions, including Wells Fargo, Barnett Bank, First Union, and SunTrust. He holds the Certified Financial Planner (CFP) designation along with securities and insurance licenses. He earned a B.B.A. in Finance from Western Michigan University and also studied at the University of Michigan.

A Jacksonville resident since 1987, Flack has been active in the local community, including membership in the Rotary Club and service as a board member for the Cathedral Arts Project. In firm materials he framed his move to Legacy Trust around service quality, saying it was "refreshing to be part of a company that truly understands what personal service means."

Note that the current Legacy Trust "Meet Our Team" roster no longer lists Marty Flack, so his present status at the firm could not be confirmed; the most recent primary documentation of his role dates to his 2013 hiring announcement.

• Flack's professional "investing" is portfolio/wealth management for private client families, not venture or angel investing. His focus areas are investment management, estate and legacy planning, lending, and insurance.
• No stated startup investment thesis, target startup profile, sector focus, or check size exists in public sources — because there is no evidence he makes angel/seed investments.
• His firm, Legacy Trust, positions itself as "an investment firm doing unique things in a unique way," emphasizing integrated financial planning and multi-generational wealth management rather than early-stage venture funding.