Lindsey Mazzola

Director of Client Operations at Legacy Wealth Management - Memphis, TN, US

Lindsey Mazzola's Colleagues at Legacy Wealth Management
Cathy Simmons

CCO

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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

Contact Brienne Jackson

Hallie Peyton

Director Of Client Services

Contact Hallie Peyton

Rob Sievers

Director of Client Service

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Jim Isaacs

President & CEO

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Lindsey Mazzola'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
Greater Memphis Area
Company
Legacy Wealth Management
Lindsey Mazzola'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 Lindsey Mazzola
Lindsey Mazzola currently works for Legacy Wealth Management.
Lindsey Mazzola's role at Legacy Wealth Management is Director of Client Operations.
Lindsey Mazzola's email address is ***@legacywealth.com. To view Lindsey Mazzola's full email address, please signup to ConnectPlex.
Lindsey Mazzola works in the Investment Bank/Securities Brokerage industry.
Lindsey Mazzola's colleagues at Legacy Wealth Management are Cathy Simmons, Melissa Still, Justin Carter, Brienne Jackson, Hallie Peyton, Rob Sievers, Jim Isaacs and others.
Lindsey Mazzola's phone number is 901-758-9006
See more information about Lindsey Mazzola