Advisor 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.

Director of Advisor Operations

Portfolio Consultant & Investment Specialist

Director of Financial Planning

Director of Wealth Management

High Net Worth Portfolio Analyst

Director of Marketing

Agency Long Term Care and Disability Income Insurance Specialist

Disability Income Insurance Product Specialist

Annuity Product Specialist

Agency Technology Specialist

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