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
83

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  • United States Of America
    82
  • Mexico
    1

Africa
1

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  • South Africa
    1

Asia
1

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  • Turkey
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Legacy Wealth Partners's Leadership

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    M. J. L.
    President & Ceo
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    H. F.
    Founder
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    H. L.
    Founder
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    C. C.
    Managing Partner
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    K. B. M.
    Business Manager & Cfo
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    A. C.
    Managing Partner
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    D. G.
    Vice President
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    F. Z.
    Executive Vice President
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Legacy Wealth Partners Employee Metrics

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

Contact profiles from Legacy Wealth Partners

Name
Title
Contact Info
Location
Last Update
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    C. C. C. C. C. C.
    Financial Advisor
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    Apr 14, 2026
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    C. L.
    Business Development Consultant
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    United StatesFlorida
    Jan 30, 2026
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    C. L.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Apr 15, 2026
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    K. S.
    Wealth Management Advisor
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    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    M. B.
    Financial Services Representative
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    United StatesFlorida
    Apr 14, 2026
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    S. B.
    Financial Professional
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    United StatesFlorida
    Aug 12, 2025
  • Stylized image of a person
    T. M.
    Fianancial Professional
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    United StatesFlorida
    May 26, 2025
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    E. R.
    Financial Planner
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    United StatesFlorida
    Oct 22, 2025
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    C. S.
    Insurance Broker
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    South AfricaGauteng
    May 31, 2026
  • Stylized image of a person
    J. M.
    Financial Services Representative
    Phone icon
    United StatesFlorida
    May 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. The company's main headquarters is located in 4830 West Kennedy Boulevard. Suite 800 Tampa, Florida 33609 United States; you can contact the 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 . 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 June 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

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

  • President & Ceo: M. J. L.
  • Founder: H. F.
  • Founder: H. L.
  • Managing Partner: C. C.
  • Business Manager & Cfo: K. B. M.

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