Legacy Financial Group Employee Directory

Financial ServicesUnited States51-200 Employees

Legacy Financial Group was established with one mission: to help our clients align their financial goals with what they value most. Our experience has taught us that it is not about how much you accumulate in life, but how you Live Your Dash.

Through trust and empathy, our team is dedicated to creating a plan that allows you to live your life with purpose.

Find Legacy Financial Group employees' phone numbers or email addresses

Legacy Financial Group Global Highlights

Location
Employees

North America
62

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  • United States Of America
    61
  • Canada
    1

Legacy Financial Group's Leadership

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    L. S.
    Vice President And Wealth Advisor At Legacy Financial Group
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    D. F.
    Vp Of Secondary Marketing
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    D. F.
    Vp Of Secondary Marketing
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    R. S. M.
    Owner
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    F. R.
    Partner
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    C. J.
    Director Of Operations
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    D. V.
    Client Relations Director
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  • Stylized image of a person
    J. A.
    Office Manager
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Contact profiles from Legacy Financial Group

Name
Title
Contact Info
Location
Last Update
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    R. S. M.
    Owner
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    United StatesFlorida
    Oct 19, 2025
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    F. R.
    Partner
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    United StatesNew York
    Oct 21, 2024
  • Stylized image of a person
    L. S.
    Vice President And Wealth Advisor At Legacy Financial Group
    Phone icon
    United StatesMaryland
    Aug 01, 2025
  • Stylized image of a person
    D. F.
    Vp Of Secondary Marketing
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    United StatesTexas
    Oct 21, 2025
  • Stylized image of a person
    D. F.
    Vp Of Secondary Marketing
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    United StatesTexas
    Oct 14, 2025
  • Stylized image of a person
    C. J.
    Director Of Operations
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. V.
    Client Relations Director
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    United StatesUtah
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Office Manager
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    United StatesFlorida
    Oct 20, 2025
  • Stylized image of a person
    L. B.
    Wealth Manager
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    United StatesMaryland
    Apr 27, 2025
  • Stylized image of a person
    M. W.
    Manager
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    United StatesKansas
    Oct 22, 2025

Frequently Asked Questions

What is Legacy Financial Group known for?

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Legacy Financial Group operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at . Explore Legacy Financial Group's company overview page for more information.

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

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

How many employees does Legacy Financial Group have currently?

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Legacy Financial Group has approximately 74 employees as of October 2025. These team members are located across 1 continents, including North America.

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

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As of October 2025, Legacy Financial Group's key employees include:

  • Vice President And Wealth Advisor At Legacy Financial Group: L. S.
  • Vp Of Secondary Marketing: D. F.
  • Vp Of Secondary Marketing: D. F.
  • Owner: R. S. M.
  • Partner: F. R.

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