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Sue Pollick has dedicated her entire professional life to banking and servicing the special needs of her affluent clients. With over 25 years of experience with the nation’s leading financial institutions, Sue brings a depth of knowledge required to serve a sophisticated clientele in today’s every changing marketplace. Her critical strengths lie in her diverse product knowledge combined with an innate ability to listen, understand, and translate needs into solid financial planning. Forging strong relationships is her key success factor. Sue is a seasoned banking professional positioned as a central point of contact for Legacy Private Banking.
As Senior Vice President for Legacy Bank, Sue is responsible for... Delivering private banking, investment management and financial planning services to Legacy’s affluent client base. Ensuring that all of her client’s financial needs are properly serviced by working closely with Legacy Bank’s business partners. Serving as a primary point of contact within Legacy Bank for Private Banking customers.
Before joining Legacy Bank in January of 2005, Sue served as Vice President of Private Client Services for Compass Bank. In that role she provided critical leadership in developing the Scottsdale market and was nationally recognized for her contribution. Prior experience includes, Vice President of Private Banking with Bank One in Chicago, Relationship Manager of the Business and Professional Group for Citibank as well as experience in commercial lending, trust and financial planning. Sue started her education at the University of Whitewater and has completed two years of training for the Certified Financial Planner (CFP) designation. She holds Series 7 and 63 licenses. Sue is married to husband, Terry, with three children and one darling grandson. She enjoys hiking, bicycling, motorcycling and traveling. My enjoyment comes from our ability at Legacy Bank to be creative and responsive. I have a wonderful partnership with a team of experts which provide our clients with some of the best financial services in the Valley, Sue states. An old-fashioned relationship built on trust and integrity is important to me with my clients as well as my team of experts. | 