Legacy Wealth Partners logo

Legacy Wealth Partners Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Legacy Wealth Partners is a financial services firm based in Tampa, Florida. It provides guidance and expertise to support prudent, long-term financial decisions and to help protect clients' future needs. The company emphasizes helping clients coordinate and centralize their financial affairs, simplify complex finances, and base decisions on current information and solid recommendations.

It serves thousands of clients across Central Florida and nationwide, supporting families, individuals, professionals, and business owners. Through protection and financial products, as well as personal and business solutions, the firm helps clients understand their unique circumstances. Based in Tampa, it is a mid-sized firm that combines local presence with nationwide reach.

Find Legacy Wealth Partners employees' phone numbers or email addresses

Legacy Wealth Partners Global Highlights

Location
Employees

North America
81

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  • United States Of America
    80
  • Mexico
    1

Africa
1

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  • South Africa
    1

Legacy Wealth Partners's Leadership

  • President & Chief Executive Officer at Legacy Wealth Partners
    M. J. L.
    President & Chief Executive Officer
  • Founder at Legacy Wealth Partners
    H. L.
    Founder
  • Managing Partner at Legacy Wealth Partners
    A. C.
    Managing Partner
  • Executive Director at Legacy Wealth Partners
    F. P.
    Executive Director
  • Director at Legacy Wealth Partners
    S. W.
    Director
  • Client Services & Operations Manager at Legacy Wealth Partners
    N. H.
    Client Services & Operations Manager
  • Office Manager at Legacy Wealth Partners
    H. G.
    Office Manager
  • Wealth Management Advisor at Legacy Wealth Partners
    C. C. C. C. C. C.
    Wealth Management Advisor

Legacy Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Finance
  • Support
  • Other
  • Accounting

Contact profiles from Legacy Wealth Partners

Name
Title
Contact
Location
Last Update
  • President & Chief Executive Officer at Legacy Wealth Partners
    M. J. L.
    President & Chief Executive Officer
    Sep 13, 2026
  • Managing Partner at Legacy Wealth Partners
    A. C.
    Managing Partner
    Jun 08, 2026
  • Founder at Legacy Wealth Partners
    H. L.
    Founder
    Oct 23, 2024
  • Executive Director at Legacy Wealth Partners
    F. P.
    Executive Director
    Aug 27, 2026
  • Director at Legacy Wealth Partners
    S. W.
    Director
    Jun 25, 2026
  • Client Services & Operations Manager at Legacy Wealth Partners
    N. H.
    Client Services & Operations Manager
    Sep 15, 2026
  • Office Manager at Legacy Wealth Partners
    H. G.
    Office Manager
    Sep 09, 2026
  • Wealth Management Advisor at Legacy Wealth Partners
    C. C. C. C. C. C.
    Wealth Management Advisor
    Aug 26, 2026
  • Insurance Broker at Legacy Wealth Partners
    C. S.
    Insurance Broker
    South Africa, Gauteng
    Jul 30, 2026
  • Financial Planner at Legacy Wealth Partners
    K. K.
    Financial Planner
    Jul 30, 2026

Frequently Asked Questions

What is Legacy Wealth Partners known for?

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Legacy Wealth Partners operates in the Financial Services industry. You can contact Legacy Wealth Partners's main corporate office by phone at . Explore Legacy Wealth Partners's company overview page for more information.

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

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

How many employees does Legacy Wealth Partners have currently?

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Legacy Wealth Partners has approximately 56 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

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

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As of September 2026, Legacy Wealth Partners's key employees include:

  • President & Chief Executive Officer: M. J. L.
  • Founder: H. L.
  • Managing Partner: A. C.
  • Executive Director: F. P.
  • Director: S. W.

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