Cathy Simmons

CCO at Legacy Wealth Management - Memphis, TN, US

Cathy Simmons's Colleagues at Legacy Wealth Management
Melissa Still

Notary Public

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Justin Carter

Financial Planner

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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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Jim Isaacs

President & CEO

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Duncan Miller

Managing Director

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Cathy Simmons's Contact Details
Email (Verified)
***@legacywealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
901-758-9006
Location
Memphis, Tennessee
Company
Legacy Wealth Management
Cathy Simmons's Company Details
Legacy Wealth Management logo, Legacy Wealth Management contact details

Legacy Wealth Management

Memphis, TN, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

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)

Wealth Management Comprehensive Financial Planning Portfolio Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Wealth Management
Frequently Asked Questions about Cathy Simmons
Cathy Simmons currently works for Legacy Wealth Management.
Cathy Simmons's role at Legacy Wealth Management is CCO.
Cathy Simmons's email address is ***@legacywealth.com. To view Cathy Simmons's full email address, please signup to ConnectPlex.
Cathy Simmons works in the Investment Bank/Securities Brokerage industry.
Cathy Simmons's colleagues at Legacy Wealth Management are Melissa Still, Justin Carter, Brienne Jackson, Hallie Peyton, Rob Sievers, Jim Isaacs, Duncan Miller and others.
Cathy Simmons's phone number is 901-758-9006
See more information about Cathy Simmons