Legacy Wealth Partners LLC

Description

Address: 1900 The Alameda #510, San Jose, CA 95126 Phone: (408) 452-7700: : : : Website: Place name: : Hours: : Category: Website: http://lwallc.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Legacy Wealth Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Legacy Wealth Partners LLC Employees

Employee
Years
Job
Industry
Kelly Lang (McNulty) Kelly Lang (McNulty) Denver, Colorado Details
Kelly Lang (McNulty)'s Legacy Wealth Partners LLC Experience August 2012 - August 2015
Job Administrative Assistant to the Academic Dean and Registrar
Industry Religious Institutions
Experience
St. John Vianney Theological Seminary   August 2015 - Present
Red Rocks Planning Group, LLC   April 2014 - August 2015
Legacy Wealth Partners LLC   August 2012 - August 2015
AXA Advisors  August 2012 - April 2014
Rolling Hills Country Club  November 2011 - September 2012
Sprinkles Cupcakes  September 2011 - November 2011
Rolling Hills Country Club  May 2006 - September 2011
Loyola Marymount University, Burns Recreation Center   August 2008 - May 2011
Mpower Pictures  January 2010 - May 2010

Skills
Final Draft, Final Cut Pro, Microsoft Office, Time Management, Organizing, Creative Writing, Customer Service, Marketing, Marketing Communications, Event Planning, Outlook, Video Editing, Photoshop, Public Relations, Advertising, Social Networking, Fundraising, Public Speaking, Management, Social Media

Education
Loyola Marymount University   2008 — 2011
Bachelor of Arts, Screenwriting

Peggy Kraft Peggy Kraft Greater Denver Area Details
Peggy Kraft's Legacy Wealth Partners LLC Experience August 2010 - Present
Job Relationship Manager Insurance
Industry Financial Services
Experience
Legacy Wealth Partners LLC   August 2010 - Present
Quinlan Financial Group   August 1994 - April 2011

Education
Belmont University   1972 — 1976
Bachelor's Degree, Business Administration and Management, General

Lebanon HIgh School   1968 — 1972
High School

Wendell Harkleroad Wendell Harkleroad Overland Park, Kansas Details
Wendell Harkleroad's Legacy Wealth Partners LLC Experience 2009 - 2010
Job Financial Entrepreneur
Industry Real Estate
Experience
Retired USAF Pilot and Corporate Senior Executive   2011 - Present
Eagle's Nest, LLC and Walden Reserve, LLC   2004 - 2011
Legacy Wealth Partners, LLC  2009 - 2010
IMC Global (Mosiac)   1998 - 2004
Harris Chemical Group Inc.   1993 - 1998
United Logistics Inc.   1989 - 1993
Church & Dwight, Co., Inc.   1981 - 1989
Jacob Stern & Sons, Inc.   1978 - 1981
FMC  1974 - 1978
Pan American World Airways  1973 - 1974

Skills
Senior Executive..., Venture Capital, Start-ups, Strategic Planning, Mergers, Due Diligence, Entrepreneur, Private Equity, Business Strategy, Corporate Development, Management Consulting, Mergers & Acquisitions

Education
University of Tennessee-Knoxville   1971 — 1973
Master of Business Administration (MBA), Transportation and Logistics

US Air Force Academy   1961 — 1965
Bachelor of Science (BS), General Engineering/Humanities

Tennessee Technological University   1960 — 1961
no degree awarded, General Engineering

Mary Lynn Mary Lynn Greater Denver Area Details
Mary Lynn's Legacy Wealth Partners LLC Experience July 2015 - Present
Job Relationship Manager of Investments at Legacy Wealth Partners LLC
Industry Human Resources
Experience
Legacy Wealth Partners LLC   July 2015 - Present
Hyatt Regency Denver at Colorado Convention Center  March 2015 - July 2015
Hyatt Regency Denver at Colorado Convention Center  June 2014 - March 2015
Hyatt Hotels Corporation  May 2013 - June 2014
Hyatt Hotels Corporation  October 2011 - April 2013
Allen & O'Hara, Inc.   August 2009 - August 2011

Skills
Microsoft Office, Public Speaking, Social Media, Time Management, Event Planning, Research, Public Relations, Team Leadership, Social Networking, Marketing Communications, Team Building, Sales, Leasing, Customer Service, AMSI, Opera, Open Table, Management, Social Media Marketing

Education
University of Colorado Denver   2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies

University of Colorado at Denver   2008 — 2012
Bachelor of Arts (BA), Communications

Lynn Garrison Lynn Garrison Overland Park, Kansas Details
Lynn Garrison's Legacy Wealth Partners LLC Experience March 2004 - Present
Job President, Legacy Wealth Partners, LLC
Industry Investment Management
Experience
Legacy Wealth Partners, LLC  March 2004 - Present
Garrison Group, Inc.   June 1999 - Present
Ship's Marina   2012 - 2014
Burlington Northern and BNSF Railroad   1984 - 1999

Skills
Retirement Planning, Investments, Risk Management, Asset Managment, Strategic Financial..., Estate Planning, Business Development, Wealth Management, Management, Analysis, Portfolio Management, Alternative Investments, Investment Strategies, Wealth Management..., Employee Benefits, Strategic Planning, Financial Advisory, Mutual Funds, Asset Allocation, Investment Advisory, Wealth, Project Management, Investment Management, Private Equity, Finance, Financial Planners, ETFs, Personal Finance, Securities, High Net Worth..., Certified Financial..., Retirement, IRAs, Bonds, Financial Planning

Education
University of Missouri-Columbia   1969 — 1973

Luke H. Young Luke H. Young Greater Boston Area Details
Luke H. Young's Legacy Wealth Partners LLC Experience May 2013 - July 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2015 - Present
Georgetown International Relations Association, Inc.   May 2014 - April 2015
Millennium Partners  June 2014 - August 2014
Georgetown International Relations Association, Inc.   November 2012 - November 2013
WELAND INTERNATIONAL  July 2013 - August 2013
Legacy Wealth Partners LLC   May 2013 - July 2013
U.S. House of Representatives   September 2012 - November 2012
The Men's Wearhouse, Inc   May 2012 - August 2012
State of Colorado  May 2012 - August 2012
EMC Engineers  December 2008 - August 2010

Skills
Public Speaking, Microsoft Office, Critical Thinking, PowerPoint, Writing, Politics, Model United Nations, Debate, Editing, Organizational..., Nonprofits, Research, Leadership, Microsoft Excel, International Relations, Compliance, Photography

Education
Georgetown University   2011 — 2015
Bachelor of Science in Business Administration (BSBA), Majors: Finance & Accounting, Minors: Psychology & Government, summa cum laude

Regis Jesuit High School   2007 — 2011
Valedictorian

Andrew Feldman Andrew Feldman Denver, Colorado Details
Andrew Feldman's Legacy Wealth Partners LLC Experience April 2014 - Present
Job Private Wealth Advisor at Legacy Wealth Partners
Industry Financial Services
Experience
Legacy Wealth Partners LLC   April 2014 - Present
AXA Advisors  2009 - April 2014
Transamerica  February 2008 - December 2009
Wells Fargo  September 2007 - February 2008
Merrill Lynch  June 2006 - August 2006

Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7

Education
University of Denver   2003 — 2007
Bachelor's degree, Business Administration and Management, General

Vail Mountain School   1999 — 2003

Matt Bray Matt Bray Kansas City, Missouri Area Details
Matt Bray's Legacy Wealth Partners LLC Experience January 2005 - February 2010
Job Director, Client Services and Financial Advisor at Legacy Wealth Planning
Industry Investment Management
Experience
Legacy Wealth Planning   March 2010 - Present
Legacy Wealth Planning, LLC   March 2010 - Present
Legacy Wealth Partners, LLC  January 2005 - February 2010
The legacy Trust Company   January 1999 - January 2005
The Legacy Trust Company   1997 - 1999

Skills
Asset Allocation, Wealth Management, Estate Planning, Financial Planning, Asset Management, Accounting, Financial Advisory, Investment Advisory, Alternative Investments, Retirement Planning, Retirement Solutions, Trust Services, Trust Management, Strategic Financial..., Retirement, Mutual Funds, Finance, 401k, Investment Management, IRAs, Wealth, Investments

Education
The University of Kansas   1996 — 1998
Accounting, Business Communications

Shawnee Mission North West   1991 — 1997

Steve Bellon, CPA, CFBS Steve Bellon, CPA, CFBS Greater New York City Area Details
Steve Bellon, CPA, CFBS's Legacy Wealth Partners LLC Experience September 2012 - Present
Job President at Legacy Wealth Partners, LLC
Industry Financial Services
Experience
Legacy Wealth Partners, LLC  September 2012 - Present
Northwestern Mutual  May 2005 - August 2012
The MONY Group  June 1991 - May 2005
Richard Stevens, CPA   June 1986 - June 1991
Peat Marwick Mitchell & Co  June 1982 - June 1986

Education
Pace University-Pleasantville/Briarcliff Campus   1978 — 1982
BBA, Accounting - CPA

Melissa Bloeser Melissa Bloeser Greater Denver Area Details
Melissa Bloeser's Legacy Wealth Partners LLC Experience May 2014 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Legacy Wealth Partners LLC   May 2014 - Present
AXA Advisors  July 2005 - April 2014

Education
University of Northern Colorado   2001 — 2005
Bachelor's of Science, Business Administration

Bear Creek

Jesse Piburn Jesse Piburn Greater Denver Area Details
Jesse Piburn's Legacy Wealth Partners LLC Experience May 2012 - March 2014
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital  March 2014 - Present
Legacy Wealth Partners LLC   May 2012 - March 2014
The Club at Ravenna   September 2006 - December 2011
Denver Country Club  May 2006 - September 2006

Skills
Helping Clients Succeed, Financial Planning, Investments, Investment Portfolio, Asset Allocation, Finance, Customer Service, 401k, Strategic Planning, Marketing, Budgets, Building Relationships, Business Relationship..., Alternative Investments, Social Media, Life & Health Insurance..., Customer Relations, Social Networking, Series 7, Series 66, Account Management, Operations Management, Team Leadership, New Business Development, Business Strategy, Business Development

Education
Arizona State University   2001 — 2006
BS Agribusiness

Peggy Kraft Peggy Kraft Englewood, Colorado Details
Peggy Kraft's Legacy Wealth Partners LLC Experience April 2014 - Present
Job Relationship Manager Insurance at Legacy Wealth Partners, LLC
Industry Financial Services
Experience
Legacy Wealth Partners, LLC  April 2014 - Present

Education
Belmont University
Bachelor of Business Administration (BBA), Business Administration and Management, General

Lebanon High School