Legacy Wealth Management

Investment Bank/Securities Brokerage - Memphis, TN, US

Legacy Wealth Management Employees
Lindsey Mazzola

Director of Client Operations

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Brienne Jackson

CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning

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Hallie Peyton

Director Of Client Services

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Rob Sievers

Director of Client Service

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Cathy Simmons

CCO

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Melissa Still

Notary Public

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Laura Brandon

Office Manager

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Legacy Wealth Management Senior Management
Jim Isaacs

President & CEO

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Duncan Miller

Managing Director

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Charles Jalenak

Director & Chairman of Investment Committee

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Legacy Wealth Management Details

Since 1982, Legacy Wealth Management's approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. "Because Financial Security Doesn't Just Happen"Firm OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)

Legacy Wealth Management logo, Legacy Wealth Management contact details
Website: legacywealth.com
Employees: 50 - 99
HQ: 901-758-9006
Location: Memphis, TN, US
Revenue: 5 - 10 Million
Wealth Management Comprehensive Financial Planning Portfolio Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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