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Family Legacy Financial Solutions Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Family Legacy Financial Solutions is a financial services firm based in Cary, North Carolina. It delivers relationship-based, comprehensive wealth management aligned with each client's needs and best interests. Advisory services are provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor, with a fiduciary duty to act in clients' best interests and to disclose any conflicts of interest and related fees. It positions itself for families seeking guidance in managing their finances, emphasizing education and empowerment as core elements of its service approach. The firm was founded by partnering advisors who established a culture built on family, authenticity, transparency, and client empowerment. The company also offers educational content on its website, including articles, newsletters, and calculators to help users learn more.

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

Family Legacy Financial Solutions Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Africa
1

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  • Uganda
    1

Family Legacy Financial Solutions's Leadership

  • Stylized image of a person
    T. I.
    Senior Managing Partner, Investment Advisor Representative, Financial Advisor
    Mobile Phone
  • Stylized image of a person
    Z. B.
    Member Experience Advisor
    Mobile Phone
  • Stylized image of a person
    A. K.
    Financial Advising Intern / Mea
    Mobile Phone

Family Legacy Financial Solutions Employee Metrics

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

Contact profiles from Family Legacy Financial Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. I.
    Senior Managing Partner, Investment Advisor Representative, Financial Advisor
    Mobile Phone
    Jul 15, 2026
  • Stylized image of a person
    Z. B.
    Member Experience Advisor
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    A. K.
    Financial Advising Intern / Mea
    Mobile Phone
    Apr 14, 2026

Frequently Asked Questions

What is Family Legacy Financial Solutions known for?

Minus sign iconPlus sign iconFamily Legacy Financial Solutions was founded in 2016 operates in the Financial Services industry. Explore Family Legacy Financial Solutions's company overview page for more information.

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

Minus sign iconPlus sign iconFamily 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?

Minus sign iconPlus sign iconFamily Legacy Financial Solutions has approximately 10 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

  • Senior Managing Partner, Investment Advisor Representative, Financial Advisor: T. I.
  • Member Experience Advisor: Z. B.
  • Financial Advising Intern / Mea: A. K.

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