Family Legacy Financial Solutions Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances.
 
We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients needs and their best interests.
Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of family, authenticity, transparency, empowering and educating clients, and Family Legacy Financial Solutions was born.
 
We welcome you to explore our site, which is filled with articles, newsletters, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.

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Disclosure: Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

Find Family Legacy Financial Solutions employees' phone numbers or email addresses

Family Legacy Financial Solutions Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Family Legacy Financial Solutions's Leadership

  • Stylized image of a person
    M. L.
    Chief Behavioral Officer
    Phone icon
  • Stylized image of a person
    L. C.
    Owner/Ceo/Advisor
    Phone icon
  • Stylized image of a person
    T. I.
    Senior Managing Partner, Investment Advisor Representative, Financial Advisor
    Phone icon
  • Stylized image of a person
    J. S.
    Hr & Operations Director
    Phone icon
  • Stylized image of a person
    K. J.
    Project Manager, Contractor
    Phone icon
  • Stylized image of a person
    R. S.
    Operations Manager
    Phone icon
  • Stylized image of a person
    A. K.
    Financial Advising Intern
    Phone icon
  • Stylized image of a person
    Z. B.
    Member Experience Advisor
    Phone icon

Family Legacy Financial Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Information Technology
  • Accounting
  • Other

Contact profiles from Family Legacy Financial Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. I.
    Senior Managing Partner, Investment Advisor Representative, Financial Advisor
    Phone icon
    Oct 24, 2025
  • Stylized image of a person
    L. C.
    Owner/Ceo/Advisor
    Phone icon
    United StatesMinnesota
    Aug 10, 2025
  • Stylized image of a person
    M. L.
    Chief Behavioral Officer
    Phone icon
    United StatesNorth Carolina
    Nov 17, 2025
  • Stylized image of a person
    J. S.
    Hr & Operations Director
    Phone icon
    United StatesNorth Carolina
    Aug 12, 2025
  • Stylized image of a person
    K. J.
    Project Manager, Contractor
    Phone icon
    United StatesGeorgia
    Nov 11, 2025
  • Stylized image of a person
    R. S.
    Operations Manager
    Phone icon
    United StatesFlorida
    Feb 19, 2026
  • Stylized image of a person
    A. K.
    Financial Advising Intern
    Phone icon
    Oct 20, 2025
  • Stylized image of a person
    Z. B.
    Member Experience Advisor
    Phone icon
    Nov 11, 2025

Frequently Asked Questions

What is Family Legacy Financial Solutions known for?

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Family Legacy Financial Solutions was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 6501 Weston Parkway 300 Cary, North Carolina 27513 United States. Explore Family Legacy Financial Solutions's company overview page for more information.

What is Family Legacy Financial Solutions's most common email format?

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Family Legacy Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Legacy Financial Solutions email formats with LeadIQ.

How many employees does Family Legacy Financial Solutions have currently?

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Family Legacy Financial Solutions has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Family Legacy Financial Solutions's key employees and leadership?

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As of February 2026, Family Legacy Financial Solutions's key employees include:

  • Chief Behavioral Officer: M. L.
  • Owner/Ceo/Advisor: L. C.
  • Senior Managing Partner, Investment Advisor Representative, Financial Advisor: T. I.
  • Hr & Operations Director: J. S.
  • Project Manager, Contractor: K. J.

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