Marcia Boyd's Colleagues at Legacy Wealth Management
Marcia Boyd's Contact Details
HQ
262-518-0347
262-518-0347
Location
Sadieville,Kentucky,40370,United States
Sadieville,Kentucky,40370,United States
Company
Legacy Wealth Management
Legacy Wealth Management
Marcia Boyd's Company Details
Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment management services to high net worth individuals, trusts, and endowments. We advise clients on investment strategy, asset allocation, and investment selection. We utilize Charles Schwab Institutional as our broker and custodian.
Frequently Asked Questions about Marcia Boyd
Marcia Boyd currently works for Legacy Wealth Management, LLC.
Marcia Boyd's role at Legacy Wealth Management, LLC is Administrative Assistant.
Marcia Boyd's email address is ***@legacywlth.com. To view Marcia Boyd's full email address, please signup to ConnectPlex.
Marcia Boyd works in the Financial Services industry.
Marcia Boyd's colleagues at Legacy Wealth Management are Forbes Watson, Aaron Pepin, Doug Wood, Jeff Funderburk and others.
Marcia Boyd's phone number is 262-518-0347