Legacy Bank and Trust

We are thrilled to announce that Legacy Bank & Trust's holding company, Ozarks Heritage Financial Group, was selected to receive $6,900,000 in Base-FA, PPC-FA and Health Food Financing Initiative FA (HFFI) awards from the U.S. Department of Treasury’s CDFI Fund. Of the nearly 360 organizations receiving awards through this program in 2024, we are honored to have earned the highest award amount. A huge thank you and congratulations are in order to the individuals who worked tirelessly to source, underwrite, process, and build out the track record and pipeline for these awards. We are very fortunate to have a team dedicated to excellence, and one that does everything they can to carry out the vision of service on a broader scale.

The Ribbon Cutting & Grand Opening of our branch in Plano, Texas was a success! We're grateful to everyone who came out to celebrate and welcome us to a new neighborhood. A huge thank you to everyone who made this milestone a reality. It is a privilege to serve this community.

Thank you, Fort Worth INC. for sharing news about Jorge Marín in his Senior Vice President Director of Treasury Management Sales leadership position. We are so fortunate to have him apart of our team. To learn more, visit https://lnkd.in/gUKPd8Fb.

We're excited to announce that Jorge H. Marin CTP, MBA has joined us as SVP, Director of Treasury Management Sales- Texas. Jorge will lead the sales and expansion efforts of Treasury Management products across the state of Texas, as well as increase brand visibility and engagement within the communities we serve. Jorge brings a wealth of knowledge and experience to the role, and an infectious desire to expand our horizons. We're very fortunate to have him aboard. Welcome, Jorge!

Last night, Legacy Bank and Trust had the honor of supporting the appendix cancer awareness campaign by “lighting up amber” in tribute to Holly Royster and all those bravely fighting this rare disease. Together, we raise awareness and show support for those impacted. #AmberForAppendixCancer #AppendixCancerAwareness #LightUpAmber Appendix Cancer Pseudomyxoma Peritonei (ACPMP) Research Foundation

Legacy Bank & Trust is excited to announce the opening of our branch in Plano, Texas! We are delighted to be serving yet another community in the DFW area. We are located at 437 Coit Road, Plano, TX 75075 with operating hours Monday-Friday 9 AM to 5 PM, and Saturday 9 AM to 12 PM. We look forward to meeting you!

Legacy wants to highlight the multifamily development in Fort Worth, TX named Clifton Riverside. This project will bring 94 residential units, a mix of affordable and market-rate apartments. Located near Riverside Park and the Trinity Trails path system, the project is set to welcome its first resident in late 2024. The development aims to transform a previously blighted property into a vibrant community, addressing the high demand for affordable housing in the area. Thank you to all of the partners involved in getting this project completed! Overland Property Group #lihtc #affordablehousing

We're excited to announce that Angela Duwe, AAP, CTP has joined us as SVP, Managing Director – Treasury Management. Angela has extensive leadership experience in Treasury Management over the course of her career. Since joining us, she has stepped into the overall strategic leadership of the department. Angela is based in Fort Worth, while overseeing the building out of Treasury across the various markets we serve. We're thrilled to have her on board with us. Welcome, Angela!

We're excited to announce Cameron Chancey as Dallas Market President. With nearly a decade of experience in banking, Cameron possesses a wealth of knowledge of the industry and an exceptional ability to serve clients that we value greatly. We are thrilled to have someone of Cameron's expertise leading the lending efforts of our Dallas market, as we continue to grow and expand throughout the DFW area. Welcome, Cameron!

Legacy Bank & Trust is excited to announce the opening of our branch in Dallas, Texas! With the expansion into Fort Worth in the Fall of 2023, we are thrilled to now be serving the DFW area from multiple locations. We are located at 17561 Dallas Parkway, Dallas, TX 75287, with operating hours Monday-Friday 9 AM to 5 PM. We look forward to meeting you and learning how we can best serve you.