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Legacy Advisors Arizona, LLC Employee Directory

Business Consulting and ServicesArizona, United States2-10 Employees

Legacy Advisors Arizona, LLC operates in the business consulting and services industry. Based in Scottsdale, Arizona, the firm relies on a small advisory team that specializes in business planning and financial services. Its advisors apply their experience to help business owners plan for the next phase in their company’s existence and to understand the true value of their business.

The firm focuses on presenting the best available options for monetizing that value as part of retirement planning. Its mission is to help business owners generate wealth, fulfill dreams and enrich lives by informing them about value and potential retirement solutions. The organization serves local business owners seeking practical guidance on business valuation and transition planning within the financial services landscape.

Find Legacy Advisors Arizona, LLC employees' phone numbers or email addresses

Legacy Advisors Arizona, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Legacy Advisors Arizona, LLC's Leadership

  • Stylized image of a person
    D. T.
    Co-Founder
    Mobile Phone
  • Stylized image of a person
    J. W. S.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    C. J. W. S.
    Managing Partner
    Mobile Phone

Legacy Advisors Arizona, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Customer Success

Contact profiles from Legacy Advisors Arizona, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. W. S.
    Managing Partner
    Mobile Phone
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    D. T.
    Co-Founder
    Mobile Phone
    United StatesArizona
    Apr 24, 2025
  • Stylized image of a person
    C. J. W. S.
    Managing Partner
    Mobile Phone
    United StatesArizona
    Apr 24, 2024

Frequently Asked Questions

What is Legacy Advisors Arizona, LLC known for?

Minus sign iconPlus sign iconLegacy Advisors Arizona, LLC was founded in 2015 operates in the Business Consulting and Services industry. Explore Legacy Advisors Arizona, LLC's company overview page for more information.

What is Legacy Advisors Arizona, LLC's most common email format?

Minus sign iconPlus sign iconLegacy Advisors Arizona, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisors Arizona, LLC email formats with LeadIQ.

How many employees does Legacy Advisors Arizona, LLC have currently?

Minus sign iconPlus sign iconLegacy Advisors Arizona, LLC has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Advisors Arizona, LLC's key employees and leadership?

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As of July 2026, Legacy Advisors Arizona, LLC's key employees include:

  • Co-Founder: D. T.
  • Managing Partner: J. W. S.
  • Managing Partner: C. J. W. S.

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