Rob Sievers

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

Rob Sievers's Colleagues at Legacy Wealth Management
Jim Isaacs

President & CEO

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Duncan Miller

Managing Director

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Nicholas Sowell

Director Of Financial Planning

Contact Nicholas Sowell

Lawrence Epperly

Portfolio Manager

Contact Lawrence Epperly

Lukas Hooper

Financial Planner

Contact Lukas Hooper

Christina Daniels

Office Coordinator

Contact Christina Daniels

Joseph J.D.

Sr. Financial Planner

Contact Joseph J.D.

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Rob Sievers'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
Rob Sievers'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 Rob Sievers
Rob Sievers currently works for Legacy Wealth Management.
Rob Sievers's role at Legacy Wealth Management is Director of Client Service.
Rob Sievers's email address is ***@legacywealth.com. To view Rob Sievers's full email address, please signup to ConnectPlex.
Rob Sievers works in the Investment Bank/Securities Brokerage industry.
Rob Sievers's colleagues at Legacy Wealth Management are Jim Isaacs, Duncan Miller, Nicholas Sowell, Lawrence Epperly, Lukas Hooper, Christina Daniels, Joseph J.D. and others.
Rob Sievers's phone number is 901-758-9006
See more information about Rob Sievers