Legacy Financial Advisors Employee Directory

Financial ServicesKentucky, United States11-50 Employees

You’ve worked too hard to let money control you. 

All too often, we hear people say things like…

▸ Do I have enough?
▸ I don’t know where I stand financially.
▸ How can I make things more equal for my kids?
▸ I want to make sure I make the right choice.
▸ Money shouldn’t define my life.

At Legacy Financial Advisors, we’ve helped many people find a clear path forward.

▸ Go from uncertain to empowered.
▸ Gain confidence to make proactive decisions.
▸ Get the freedom to focus on what really matters.
▸ Build a life that aligns your treasure with your heart.

As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.

Trust your legacy to our team.

Find Legacy Financial Advisors employees' phone numbers or email addresses

Legacy Financial Advisors Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Legacy Financial Advisors's Leadership

  • Stylized image of a person
    M. W.
    Chief Executive Officer
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    T. N.
    Chief Executive Officer & Financial Advisor
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    L. B.
    Chief Operating Officer, Evp
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    R. H.
    Chief Investment Strategist
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  • Stylized image of a person
    T. M.
    President And Principal
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    P. S.
    Partner
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  • Stylized image of a person
    D. H.
    Owner
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  • Stylized image of a person
    F. E.
    Owner
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Contact profiles from Legacy Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    M. F.
    Financial Advisor
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    United StatesGeorgia
    Sep 09, 2025
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    B. J.
    Investment Advisor Representative
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    United StatesGeorgia
    Oct 19, 2025
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    J. A.
    Insurance Agent Specializing In Long-Term Care Insurance
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    United StatesGeorgia
    Oct 18, 2025
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    D. W. I.
    Registered Client Service Associate
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    United StatesMassachusetts
    Aug 07, 2025
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    K. S.
    Financial Advisor
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    United StatesKentucky
    Sep 10, 2025
  • Stylized image of a person
    Y. W.
    Client Service Associate
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    United StatesKentucky
    Nov 20, 2025
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    A. G.
    Administrative Assistant
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    United StatesMassachusetts
    Jul 26, 2024
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    B. G.
    Retired Financial Planner
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    United StatesNew Hampshire
    Oct 21, 2024
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    C. T.
    Legacy Financial Advisors Events Coordinator
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    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Executive Administrator
    Phone icon
    United StatesOklahoma
    Jul 09, 2024

Frequently Asked Questions

What is Legacy Financial Advisors known for?

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Legacy Financial Advisors was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Legacy Financial Advisors's company overview page for more information.

What is Legacy Financial Advisors's most common email format?

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

How many employees does Legacy Financial Advisors have currently?

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Legacy Financial Advisors has approximately 42 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Financial Advisors's key employees and leadership?

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As of December 2025, Legacy Financial Advisors's key employees include:

  • Chief Executive Officer: M. W.
  • Chief Executive Officer & Financial Advisor: T. N.
  • Chief Operating Officer, Evp: L. B.
  • Chief Investment Strategist: R. H.
  • President And Principal: T. M.

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