Resource Team Here at Legacy Wealth Partners, we offer a team to support our financial professionals and all of their business needs. Everything from administrative tasks to financial planning assistance, we can help with it all. Reach out to our team members below to find your solutions. Resource Team Michael Feltman Case Design Specialist 813-637-6357 Michaelfeltman@massmutualbrokerage.com As the agency’s Case Design Specialist, I take great pride in assisting financial professionals by providing them with the product knowledge and competitive insight they and their clients need to succeed. Whether it’s a... Read more Matt Hunter Portfolio Consultant & Investment Specialist firstname.lastname@example.org Matt Hunter, CIMA® is a Portfolio Consultant & Investment Specialist at Legacy Wealth Partners, formerly Levin Financial Group, where Matt mainly focuses on portfolio review and consultation within managed accounts on the Corporate... Read more Chelsea Spenceley Marketing & Website Specialist 813-637-6380 email@example.com Chelsea has been in the marketing and website role for the last year with Legacy Wealth Partners, formerly Levin Financial Group but has marketing and website experience prior to that. She has worked with many independent business... Read more Matt Douce ChFC Director of Financial Planning 407-393-6614 firstname.lastname@example.org As your practice evolves and matures, you will start to see the many benefits of a planning practice. For the clients that implement the plan with you, it will create multiple product opportunities. As you implement multiple products,... Read more Ashley Sherman Practice Development Specialist 407-393-6690 email@example.com Ashley Sherman is our Practice Development Specialist at Legacy Wealth Partners, formerly Levin Financial Group. She is here to assist all financial professionals, assistants and staff with training of Massachusetts Mutual Life... Read more We also offer administrative assistance for our advisors.