Rebecca Rawlinson

Director of Financial Planning at Legacy Wealth Management - Memphis, TN, US

Rebecca Rawlinson's Colleagues at Legacy Wealth Management

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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Laura Brandon

Office Manager

Contact Laura Brandon

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Rebecca Rawlinson'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,United States

Company
Legacy Wealth Management

Rebecca Rawlinson's Company 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 Rebecca Rawlinson

Rebecca Rawlinson currently works for Legacy Wealth Management, Inc. (Memphis, TN).

Rebecca Rawlinson's role at Legacy Wealth Management, Inc. (Memphis, TN) is Director of Financial Planning.

Rebecca Rawlinson's email address is ***@legacywealth.com. To view Rebecca Rawlinson's full email address, please signup to ConnectPlex.

Rebecca Rawlinson works in the Investment Management industry.

Rebecca Rawlinson's colleagues at Legacy Wealth Management are Lindsey Mazzola, Brienne Jackson, Hallie Peyton, Rob Sievers, Cathy Simmons, Melissa Still, Laura Brandon and others.

Rebecca Rawlinson's phone number is 901-758-9006