Legend Financial Marketing Services, LLC Employee Directory

InsuranceFlorida, United States11-50 Employees

You don’t need another IMO pushing generic products or chasing volume. 

You need a strategic partner who understands the realities of running a serious advisory business. 

You want more than product access. You want experienced case design. Limited-distribution opportunities. And hands-on support that helps you deliver better outcomes for clients while protecting your practice.  

That’s where Legend Financial fits into your business strategy. 

We work with experienced, independent advisors that are focused on growth and long-term profitability.  

Our model isn’t built around mass recruiting or overrides. It’s built around value, selectivity and aligned incentives. 

When you partner with Legend, you gain concierge-level service from seasoned professionals who operate as an extension of your office.  

You earn exclusive access to high-margin, client-friendly products and forward-thinking strategies that close.  

You won’t be passed around to junior reps or sold to. You’ll get direct, knowledgeable support, including evenings and off-hours, because that’s often when you need it most. 

Legend Financial isn’t for every agent. We work with top advisors who want more than a back office and a rate sheet. 

If that’s you, let’s talk.

Find Legend Financial Marketing Services, LLC employees' phone numbers or email addresses

Legend Financial Marketing Services, LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    24
  • Canada
    1

Oceania
1

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  • New Zealand
    1

Legend Financial Marketing Services, LLC's Leadership

  • Stylized image of a person
    B. L.
    Chief Operating Officer
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  • Stylized image of a person
    M. C. B.
    Chief Of Staff
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  • Stylized image of a person
    M. S.
    Vice President Of Business Development
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  • Stylized image of a person
    N. L.
    Vp Relationship Management
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  • Stylized image of a person
    A. B.
    Vice President Of Business Development
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    J. D.
    Vice President - Life Sales
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    J. B.
    Vp Annuity Sales
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  • Stylized image of a person
    S. S.
    Vice President Of Relationship Management
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Legend Financial Marketing Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Business Development
  • Administrative
  • Community & Social Services
  • Accounting
  • Other

Contact profiles from Legend Financial Marketing Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R. B.
    President/Ceo
    Phone icon
    United StatesFlorida
    Jan 13, 2026
  • Stylized image of a person
    B. E.
    Principal Cfo
    Phone icon
    United StatesFlorida
    Nov 20, 2025
  • Stylized image of a person
    M. D.
    Senior Partner
    Phone icon
    United StatesFlorida
    Feb 10, 2026
  • Stylized image of a person
    B. L.
    Chief Operating Officer
    Phone icon
    United StatesFlorida
    Feb 02, 2026
  • Stylized image of a person
    L. K.
    Partner
    Phone icon
    United StatesGeorgia
    Dec 29, 2025
  • Stylized image of a person
    M. C. B.
    Chief Of Staff
    Phone icon
    Oct 21, 2025
  • Stylized image of a person
    M. S.
    Vice President Of Business Development
    Phone icon
    United StatesKansas
    Nov 19, 2025
  • Stylized image of a person
    N. L.
    Vp Relationship Management
    Phone icon
    United StatesFlorida
    Jan 28, 2026
  • Stylized image of a person
    A. B.
    Vice President Of Business Development
    Phone icon
    Nov 20, 2025
  • Stylized image of a person
    J. D.
    Vice President - Life Sales
    Phone icon
    United StatesFlorida
    Feb 02, 2026

Frequently Asked Questions

What is Legend Financial Marketing Services, LLC known for?

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Legend Financial Marketing Services, LLC was founded in 2018 operates in the Insurance industry. The company's main headquarters is located in 3300 Pga Boulevard #820 Palm Beach Gardens, Florida 33410 United States. Explore Legend Financial Marketing Services, LLC's company overview page for more information.

What is Legend Financial Marketing Services, LLC's most common email format?

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Legend Financial Marketing Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legend Financial Marketing Services, LLC email formats with LeadIQ.

How many employees does Legend Financial Marketing Services, LLC have currently?

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Legend Financial Marketing Services, LLC has approximately 16 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Legend Financial Marketing Services, LLC's key employees and leadership?

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As of February 2026, Legend Financial Marketing Services, LLC's key employees include:

  • Chief Operating Officer: B. L.
  • Chief Of Staff: M. C. B.
  • Vice President Of Business Development: M. S.
  • Vp Relationship Management: N. L.
  • Vice President Of Business Development: A. B.

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