LeadIQ logo
Learn more at LeadIQ.com
Legacy Wealth Management (Mount Pleasant, SC) logo

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
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

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

  • Stylized image of a person
    T. M.
    Owner Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N. P.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Practice Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. G.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Wealth Management
    Phone icon
    Mobile Phone

Legacy Wealth Management (Mount Pleasant, SC) Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

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

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. M.
    Owner Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    R. P.
    Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. N. P.
    Vice President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    A. S.
    Practice Manager
    Phone icon
    Mobile Phone
    United KingdomEngland
    Jan 30, 2024
  • Stylized image of a person
    K. G.
    Office Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Operations Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. C.
    Wealth Management
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. C.
    Wealth Management
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. C.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
    Oct 16, 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 the 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 . 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 AmericaEurope.

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

Minus sign iconPlus sign icon

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

  • Owner Wealth Advisor: T. M.
  • Vice President: R. P.
  • Vice President: R. N. P.
  • Practice Manager: A. S.
  • Office Manager: K. G.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.