Mary Jovanovich joined Legacy shortly after the company opened in 2004, having worked for more than two decades in the trust department of a large regional bank. As an assistant trust officer, she works closely with clients to manage many of their account service needs. Mary’s clients enjoy her cheerful personality and rely on her 30 years of trust administration experience.
As a lifelong Wisconsin resident, Mary, her husband, and their three grown children, all graduated from Neenah High School (Go Rockets!). Never idle for very long, Mary can often be found peddling her bike along area trails and spending weekends doing outdoor activities with her four grandchildren. She is a longtime volunteer and organizer of the Neenah Summer Fun Run, a series of free running events for children 14 and under. She also enjoys traveling with her husband to his Ironman competitions in places like Lake Placid, New York, Hawaii, and Canada.
An extra special day begins when we spot a plate of Mary’s Rice Krispies treats in the break room. If a diet Coke has been placed in the freezer for a quick cooling, we know that it is Mary’s. Mostly we look forward to sharing a laugh with her during lighter moments in the office.
Mary maintains a strong devotion to her work and is committed to serving her clients in a multitude of ways; no request is too big or too small for her to find a way to get it accomplished. She takes great pride in the strong personal relationships she develops with her clients and their families, instilling complete confidence in her attention to their wealth management needs.