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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

Michael Feltman

Case Design Specialist


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...
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Matt Hunter

Portfolio Consultant & Investment Specialist

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


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

Practice Development Specialist


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...
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We also offer administrative assistance for our advisors.