Legacy Bank and Trust Expands to Dallas-Fort Worth Market with the Opening of Three New Branches


Legacy Bank and Trust has expanded presence in the Dallas-Fort Worth Metroplex as we opened three new branches, one each in Dallas, Fort Worth and Plano, as well as a corporate office Uptown Dallas.


In addition to offering essential retail and business banking deposit accounts, Legacy focuses on providing a full range of personalized, in-house lending services. To support and enhance our customers’ satisfaction and experience, we offer innovative products and services to meet customers’ banking needs and support making the right financial decisions for themselves and their businesses. In addition to the trusted services Legacy provides, our Texas branches offer competitive certificate of deposit rates, personal retirement accounts, personal credit and debit cards, signature checking account options and a full suite of business products including banking, business solutions and lending. 

Our mission at Legacy is clear: to spearhead economic growth and community empowerment by offering a diverse range of financial products and services tailored to the needs of all populations, especially the needs of largely underserved groups.

We are committed to elevating banking standards for both individual customers and local businesses, thereby fostering prosperity among communities. Since its establishment in 1907, Legacy has always been rooted in the belief that financial institutions should play a pivotal role in community development. Our employees are actively engaged in community initiatives, demonstrating dedication to giving back and enriching positive change. By supporting financial empowerment and community engagement, we reaffirm our commitment to serving as a trusted partner for customers and communities.

At Legacy, our employees and shareholders alike are united by a common purpose: to leverage financial resources as a catalyst for positive change in the communities they serve. This commitment goes beyond transactions; it's about forming genuine partnerships with customers to ensure vital capital investment reaches every corner of the community. By actively engaging with customers and stakeholders, Legacy not only fulfills our fiduciary responsibilities but also nurtures a culture of collaboration and inclusivity, where everyone has a stake in the community's success. Our company isn’t just a bank; it's a driving force for economic and social progress, dedicated to leaving a lasting legacy of empowerment and opportunity for generations to come.

Legacy’s vision has been to surpass standards in banking for customers as well as local businesses to help the community thrive. As a Community Development Financial Institution (CDFI) certified by the U.S. Department of Treasury, our company affirms the commitment to providing affordable, fair financial services to meet the needs of customers with varying economic situations and help individuals in underserved areas. Like most CDFIs, Legacy’s mission is to stimulate economic job growth by financing local businesses, creating jobs and rebuilding neighborhoods.


We are proud of the work we do and look forward to continuing to build strong relationships with new customers in Texas.


About Author:

Jeremy Loftin is the Executive Vice President, Chief Operations Officer at Legacy Bank and Trust. Loftin joined Legacy Bank and Trust in 2019 as Senior Vice President, Business Development Officer. His primary responsibility is leading business development, retail banking, treasury management and deposit operations for the company. He also manages a small commercial loan portfolio. Loftin started his career in financial services in 2002 and has worked in a variety of roles in the financial industry over his career. He is a graduate of Drury University and holds the CFP and CTFA designations. 

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