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Resource Team

Client Centered

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

Matt Hunter

Portfolio Consultant & Investment Specialist

mhunter@financialguide.com

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...
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Matt Douce ChFC

Director of Financial Planning

407-393-6614

mdouce@financialguide.com

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,...

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Ashley Sherman

Director of Advisor Operations

407-393-6690

ashleysherman@financialguide.com

Ashley Sherman is our Director of Advisor Operations at Legacy Wealth Partners. As technology resources change and evolve within the organization, Ashley will work with the field to communicate and train on those changes. Ashley is a...

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Liz Mullins

Director of Marketing

lizmullins@fiancialguide.com

Liz Mullins is our Marketing Director at Legacy Wealth Partners. She is here to assist all financial professionals, assistants, and staff with any Marketing-related needs. Liz joined Legacy Wealth Partners in January. She is a graduate...

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Pam J. Sweeney

Agency Long Term Care and Disability Income Insurance Specialist

Pam began her Insurance Career in the Individual Disability Market for 10 years. She then worked as a small Group Employee Benefit Specialist for 5 years before deciding to join Massachusetts Mutual Life Insurance company (MassMutual)...

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We also offer administrative assistance for our advisors.