Legacy Wealth Management Management Team
Contact top employees from
Legacy Wealth Management
Summary
Independent Registered Investment Advisor...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Legacy Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year19% for 1–2 years19% for 3–4 years25% for 5–7 years13% for 8–10 years19% have over 11 years of service at Legacy Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Legacy Wealth Management
Anthony Perez
Wealth Advisor
Riley Johnston
Vice President of Business Development
Justin Martin
CEO | Wealth Advisor | Small Family Office Consultant
Paul Hickey
Chief Executive Officer
Miguel Delgado
Head of Financial Planning
John Lane
CERTIFIED FINANCIAL PLANNER™ Professional | Wealth Manager | 1031 DST | Alternative Investments
Dave Condensa
Sr Wealth Advisor
Scott Escujuri
Senior Wealth Advisor
Joseph Fisher
Investment Advisor
Sean Martin
Chief Operating Officer
Benjamin Schamber
Wealth Advisor
Bridget Lee
Marketing Specialist
Zach Roelands
Associate Financial Advisor
Keira Anderson
Client Services Associate
Jacob Davelaar
Wealth Advisor
Tami Wheeler
Executive Assistant / HR Manager
Laura Dill
Wealth Advisor
Lincoln West
Wealth Advisor
Samuel Allman
Wealth Advisor
Ariel Moyano
Wealth Advisor
Kyler Burke
Wealth Management Advisor, Investment Advisor
Carson Skaggs
Wealth Advisor
Shawn Wheeler
investment Adviser Representative
Jefferson West
Chief Compliance Officer
Michele Walby
Administrative Assistant
