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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    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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    J. G.
    Administrative Assistant
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    United StatesMinnesota
    Oct 21, 2024
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    J. H.
    Client Operations Associate
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    UNITED STATES
    Oct 23, 2024
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    J. K.
    Financial Advisor
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    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    K. A.
    Administrative Assistant
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    United StatesMassachusetts
    Apr 25, 2025
  • Stylized image of a person
    K. S.
    Financial Advisor
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    Jun 08, 2025
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    L. S.
    Administrative Assistant
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    United StatesIdaho
    Oct 22, 2025
  • Stylized image of a person
    M. J.
    Financial Advisor
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    United StatesTexas
    Oct 23, 2024
  • Stylized image of a person
    R. A.
    Marketing Administrative Assistant
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    Jul 08, 2025
  • Stylized image of a person
    R. M.
    Associate
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    United StatesMassachusetts
    Feb 04, 2024
  • Stylized image of a person
    R. R.
    Registered Administrative Assistant
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    Oct 23, 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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