Legacy Wealth Partners LLC Employee Directory

Financial ServicesColorado, United States11-50 Employees

Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC®, CLU®, CFP®, MBA®, and FLMI® to RICP®.

Find Legacy Wealth Partners LLC employees' phone numbers or email addresses

Legacy Wealth Partners LLC Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Legacy Wealth Partners LLC's Leadership

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    R. C. E.
    Partner, Private Wealth Advisor
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    A. C.
    Partner, Wealth Manager
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  • Stylized image of a person
    M. W.
    Partner Private Wealth Advisor
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    K. L. M.
    Operations Manager
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    B. S.
    Relationship Manager Of Insurance And Annuities
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    P. K.
    Relationship Manager - Insurance
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    M. G.
    Relationship Manager Of Investments
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  • Stylized image of a person
    S. B.
    Private Wealth Advisor
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Contact profiles from Legacy Wealth Partners LLC

Name
Title
Contact Info
Location
Last Update
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    R. C. E.
    Partner, Private Wealth Advisor
    Phone icon
    United StatesColorado
    Oct 20, 2025
  • Stylized image of a person
    A. C.
    Partner, Wealth Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. W.
    Partner Private Wealth Advisor
    Phone icon
    Nov 14, 2025
  • Stylized image of a person
    K. L. M.
    Operations Manager
    Phone icon
    United StatesColorado
    Oct 25, 2025
  • Stylized image of a person
    B. S.
    Relationship Manager Of Insurance And Annuities
    Phone icon
    United StatesColorado
    Jun 04, 2025
  • Stylized image of a person
    P. K.
    Relationship Manager - Insurance
    Phone icon
    United StatesColorado
    Oct 24, 2025
  • Stylized image of a person
    M. G.
    Relationship Manager Of Investments
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. B.
    Private Wealth Advisor
    Phone icon
    United StatesColorado
    Sep 09, 2025
  • Stylized image of a person
    K. S.
    Private Wealth Advisor
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    T. C.
    Private Wealth Advisor
    Phone icon
    United StatesColorado
    Nov 17, 2025

Frequently Asked Questions

What is Legacy Wealth Partners LLC known for?

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Legacy Wealth Partners LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 6400 South Fiddlers Green Circle, Suite #350; you can contact the main corporate office by phone at . Explore Legacy Wealth Partners LLC's company overview page for more information.

What is Legacy Wealth Partners LLC's most common email format?

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

How many employees does Legacy Wealth Partners LLC have currently?

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Legacy Wealth Partners LLC has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Partners LLC's key employees and leadership?

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As of December 2025, Legacy Wealth Partners LLC's key employees include:

  • Partner, Private Wealth Advisor: R. C. E.
  • Partner, Wealth Manager: A. C.
  • Partner Private Wealth Advisor: M. W.
  • Operations Manager: K. L. M.
  • Relationship Manager Of Insurance And Annuities: B. S.

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