Legacy Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

Legacy Wealth Management is a boutique wealth management firm headquartered in Fort Lauderdale, FL. We help our clients pursue their life goals by providing objective, independent investment advice coupled with comprehensive financial planning. Our firm's locations serve clients living in South Florida and throughout the United States. Our team of professionals has over 175 years of combined experience working with complex financial matters.

Legacy Wealth Management’s mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations.

For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free).

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Third party articles have been obtained from sources believed to be reliable, but the accuracy of the information is not guaranteed.

The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.

Find Legacy Wealth Management employees' phone numbers or email addresses

Legacy Wealth Management Global Highlights

North America
17

United States Of America
17

Legacy Wealth Management's Leadership

T. R. G.
Chief Executive Officer
Mobile Phone
Email
J. P.
Managing Director
Mobile Phone
Email
V. O.
Director Of Retirement Plan Consulting & Wealth Advisor Associate
Mobile Phone
Email
N. R.
Associate Wealth Advisor
Mobile Phone
Email
A. M.
Client Services Supervisor
Mobile Phone
Email
C. G.
Web Developer & Web Consultant
Mobile Phone
Email
A. S.
Client Service Associate
Mobile Phone
Email
M. B.
Wealth Advisor
Mobile Phone
Email

Contact profiles from Legacy Wealth Management

Name

Title

Contact Info

Location

Last Update

T. M.
Receptionist
Mobile Phone
Email
United StatesTennessee
Oct 17, 2024

Frequently Asked Questions

What is Legacy Wealth Management known for?

Legacy Wealth Management was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 1250 South Pine Island Road, Suite 350 Plantation, FL 33324, US; you can contact the main corporate office by phone at

+1-954-474-****

. Explore Legacy Wealth Management's company overview page for more information.

What is Legacy Wealth Management's most common email format?

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

How many employees does Legacy Wealth Management have currently?

Legacy Wealth Management has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Management's key employees and leadership?

As of October 2025, Legacy Wealth Management's key employees include:

Chief Executive Officer: T. R. G.
Managing Director: J. P.
Director Of Retirement Plan Consulting & Wealth Advisor Associate: V. O.
Associate Wealth Advisor: N. R.
Client Services Supervisor: A. M.

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