Legacy Wealth Management, Inc. (Memphis, TN) Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.

We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals.  “Because Financial Security Doesn't Just Happen”

Firm Overview
Independent, fee-only Financial Planning and Portfolio Management since 1982
Employee-owned firm compensated solely by client fees, not by commissions
700+ clients nationwide (across 34 states)
$1 + billion under management
98% client retention ratio (past 5 years for clients over our minimum)

Find Legacy Wealth Management, Inc. (Memphis, TN) employees' phone numbers or email addresses

Legacy Wealth Management, Inc. (Memphis, TN) Global Highlights

North America
59

United States Of America
59

Legacy Wealth Management, Inc. (Memphis, TN)'s Leadership

C. A. S.
Cco
Mobile Phone
Email
R. T.
Chief Investment Officer
Mobile Phone
Email
D. M.
President And Chief Executive Officer
Mobile Phone
Email
D. M.
President And Chief Executive Officer
Mobile Phone
Email
K. T.
President
Mobile Phone
Email
R. R.
President
Mobile Phone
Email
E. M.
Founder
Mobile Phone
Email
J. I.
Chairman
Mobile Phone
Email

Contact profiles from Legacy Wealth Management, Inc. (Memphis, TN)

Name

Title

Contact Info

Location

Last Update

R. R.
Director Of Client Services
Mobile Phone
Email
United StatesTennessee
Dec 12, 2025
B. O.
Director Of Financial Planning
Mobile Phone
Email
Nov 06, 2025
N. S.
Director Of Financial Planning
Mobile Phone
Email
Apr 24, 2025
J. H.
Client Relationship Manager
Mobile Phone
Email
United StatesTennessee
Aug 12, 2025
A. V.
It Manager
Mobile Phone
Email
United StatesTennessee
Oct 29, 2024
J. C.
Portfolio Manager
Mobile Phone
Email
United StatesTennessee
Feb 04, 2024
L. B.
Office Manager
Mobile Phone
Email
United StatesTennessee
Sep 12, 2024
L. B.
Principal
Mobile Phone
Email
Oct 17, 2024
M. S.
Portfolio Accountant
Mobile Phone
Email
Nov 03, 2025
C. D.
Operations Specialist
Mobile Phone
Email
Nov 03, 2025

Frequently Asked Questions

What is Legacy Wealth Management, Inc. (Memphis, TN) known for?

Legacy Wealth Management, Inc. (Memphis, TN) was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 1715 Aaron Brenner Drive, Suite 301; you can contact the main corporate office by phone at

+1-901-758-****

. Explore Legacy Wealth Management, Inc. (Memphis, TN)'s company overview page for more information.

What is Legacy Wealth Management, Inc. (Memphis, TN)'s most common email format?

Legacy Wealth Management, Inc. (Memphis, TN) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Management, Inc. (Memphis, TN) email formats with LeadIQ.

How many employees does Legacy Wealth Management, Inc. (Memphis, TN) have currently?

Legacy Wealth Management, Inc. (Memphis, TN) has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Management, Inc. (Memphis, TN)'s key employees and leadership?

As of December 2025, Legacy Wealth Management, Inc. (Memphis, TN)'s key employees include:

Cco: C. A. S.
Chief Investment Officer: R. T.
President And Chief Executive Officer: D. M.
President And Chief Executive Officer: D. M.
President: K. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking