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Legacy Wealth Management (Mount Pleasant, SC) Employee Directory

Investment ManagementSouth Carolina, United States0-1 Employees

Legacy Wealth Management is an investment management firm based in Mount Pleasant, South Carolina. The operation appears to be very small, with a staff described as experienced professionals who take a hands-on approach to financial guidance. The firm aims to help clients achieve financial stability and pursue financial independence by applying its knowledge and resources with integrity in all interactions. The firm emphasizes independent, sound advice and a portfolio strategy tailored to each client’s situation, supported by a disciplined, systematic process. Regular communications and a proactive partnership are presented as core elements of its service. The description notes a relationship with Maryland Financial Group, Inc., indicating a collaborative framework for delivering these services.

Find Legacy Wealth Management (Mount Pleasant, SC) employees' phone numbers or email addresses

Legacy Wealth Management (Mount Pleasant, SC) Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Legacy Wealth Management (Mount Pleasant, SC)'s Leadership

  • Vice President at Legacy Wealth Management (Mount Pleasant, SC)
    R. P.
    Vice President
    Mobile Phone
  • Vice President at Legacy Wealth Management (Mount Pleasant, SC)
    R. N. P.
    Vice President
    Mobile Phone
  • Practice Manager at Legacy Wealth Management (Mount Pleasant, SC)
    A. S.
    Practice Manager
    Mobile Phone
  • Office Manager at Legacy Wealth Management (Mount Pleasant, SC)
    K. G.
    Office Manager
    Mobile Phone
  • Operations Manager at Legacy Wealth Management (Mount Pleasant, SC)
    T. W.
    Operations Manager
    Mobile Phone
  • Wealth Management at Legacy Wealth Management (Mount Pleasant, SC)
    C. C.
    Wealth Management
    Mobile Phone
  • Wealth Management at Legacy Wealth Management (Mount Pleasant, SC)
    C. C.
    Wealth Management
    Mobile Phone
  • Lpl Financial Advisor at Legacy Wealth Management (Mount Pleasant, SC)
    S. C.
    Lpl Financial Advisor
    Mobile Phone

Legacy Wealth Management (Mount Pleasant, SC) Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from Legacy Wealth Management (Mount Pleasant, SC)

Name
Title
Contact
Location
Last Update
  • Vice President at Legacy Wealth Management (Mount Pleasant, SC)
    R. P.
    Vice President
    Mobile Phone
    Oct 17, 2024
  • Vice President at Legacy Wealth Management (Mount Pleasant, SC)
    R. N. P.
    Vice President
    Mobile Phone
    Jun 08, 2026
  • Practice Manager at Legacy Wealth Management (Mount Pleasant, SC)
    A. S.
    Practice Manager
    Mobile Phone
    United Kingdom, England
    Jan 30, 2024
  • Office Manager at Legacy Wealth Management (Mount Pleasant, SC)
    K. G.
    Office Manager
    Mobile Phone
    Oct 22, 2024
  • Operations Manager at Legacy Wealth Management (Mount Pleasant, SC)
    T. W.
    Operations Manager
    Mobile Phone
    Oct 17, 2024
  • Wealth Management at Legacy Wealth Management (Mount Pleasant, SC)
    C. C.
    Wealth Management
    Mobile Phone
    Jun 08, 2026
  • Wealth Management at Legacy Wealth Management (Mount Pleasant, SC)
    C. C.
    Wealth Management
    Mobile Phone
    Oct 22, 2024
  • Lpl Financial Advisor at Legacy Wealth Management (Mount Pleasant, SC)
    S. C.
    Lpl Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Owner Wealth Advisor at Legacy Wealth Management (Mount Pleasant, SC)
    T. M.
    Owner Wealth Advisor
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Legacy Wealth Management (Mount Pleasant, SC) known for?

Minus sign iconPlus sign iconLegacy Wealth Management (Mount Pleasant, SC) operates in the Investment Management industry. You can contact Legacy Wealth Management (Mount Pleasant, SC)'s main corporate office by phone at
+1-843-416-****
. Explore Legacy Wealth Management (Mount Pleasant, SC)'s company overview page for more information.

What is Legacy Wealth Management (Mount Pleasant, SC)'s most common email format?

Minus sign iconPlus sign iconLegacy Wealth Management (Mount Pleasant, SC) employees' email format typically follows the pattern of FLast@legacywm.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Management (Mount Pleasant, SC) email formats with LeadIQ.

How many employees does Legacy Wealth Management (Mount Pleasant, SC) have currently?

Minus sign iconPlus sign iconLegacy Wealth Management (Mount Pleasant, SC) has approximately 1 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Legacy Wealth Management (Mount Pleasant, SC)'s key employees and leadership?

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As of July 2026, Legacy Wealth Management (Mount Pleasant, SC)'s key employees include:

  • Vice President: R. P.
  • Vice President: R. N. P.
  • Practice Manager: A. S.
  • Office Manager: K. G.
  • Operations Manager: T. W.

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