Legacy Financial Partners

Description

Address: 75 Lane Rd #405, Fairfield, NJ 07004 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (862) 702-3500: Place name: Website: : Category: : : : : Website: http://www.legacyfinpartners.net/ Category: Financial Planner 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. 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 Financial Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Legacy Financial Partners Employees

Employee
Years
Job
Industry
Derek Formsma Derek Formsma Richmond, Virginia Area Details
Derek Formsma's Legacy Financial Partners Experience April 2009 - October 2010
Job Regional Sales Manager Bonnell Aluminum
Industry Mining & Metals
Experience
Bonnell Aluminum  March 2013 - June 2015
AACOA a division of Bonnell   August 2010 - March 2013
Legacy Financial Partners   April 2009 - October 2010
National City Bank  August 2008 - April 2009

Skills
Project Management, Sales Management, New Business Development, Sales, Finance, Operations Management, Customer Service, Investments, Customer Retention, Negotiation, Coaching, CRM, Budgets, Strategic Planning, Management, Manufacturing, Team Building, Continuous Improvement

Education
Indiana University South Bend   2007 — 2008
Bachelors, Finance

Kathryn Kopitsky Kathryn Kopitsky Coatesville, Pennsylvania Details
Kathryn Kopitsky's Legacy Financial Partners Experience March 2004 - July 2004
Job Executive Assistant, Council Member of Borough of Modena, Alt. Delegate of Western Chester County Council of Governments
Industry Consumer Goods
Experience
Edgmont Metallic Pigment Inc.   February 2006 - Present
Equal Diagostics   September 2004 - February 2006
LEGACY FINANCIAL PARTNERS   March 2004 - July 2004
LINEN AND THINGS, DOWNIGTOWN, PA 5/2003 TO 9/2003   May 2003 - September 2003
SOVEREIN BANK, THORNDALE, PA 9/2002 TO 1/2003   September 2002 - January 2003
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002   June 1993 - January 2002
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002   April 1996 - March 1999
WAWA FOOD MARKETS, WAWA, PA 6/93 TO 1/2002   June 1993 - April 1996

Skills
Office Management, Customer Satisfaction, Customer Experience, Customer Support, Long-term Customer..., Invoice Processing, Accounts..., Product Ordering, Ordering Office Supplies, Microsoft Applications, Travel Planning, Customer Oriented, Management, Budgets, Invoicing, Payroll, Marketing, Team Building, Customer Service, Microsoft Excel, Time Management, Project Management

Education
Penn State University   1991 — 1993

Mitchell College   1990 — 1990

Blake Adams, MBA Blake Adams, MBA Lafayette, Louisiana Details
Blake Adams, MBA's Legacy Financial Partners Experience 2006 - 2015
Job Legacy Financial Partners, LLC
Industry Financial Services
Experience
Legacy Financial Partners, LLC   January 2015 - Present
Aflac Insurance  June 2006 - Present
Supplemental Solutions LLC   July 2006 - Present
Legacy Financial Partners   2006 - 2015
Legacy Financial Partners   2006 - 2015
Legacy Financial Partners   2006 - 2015

Skills
Whole Life, Term Life Insurance, Disability Insurance, Cafeteria Plans, Accident, Health Insurance, Accident Insurance, Universal Life, Critical Illness, Vision Insurance, Life Insurance, Health Savings Accounts, Insurance, Brokers, Underwriting, Benefits Administration, Employee Benefits, Umbrella Insurance, Claims Management, Property & Casualty..., Retirement, Long-term Care, Fixed Annuities, Professional Liability, Medicare, Workers Compensation, Commercial Insurance, Small Business, Claim, General Insurance, Liability, Financial Planners, Casualty, Dentistry, Commercial Lines

Education
University of Louisiana at Lafayette   2000 — 2004
Master of Business Administration (MBA), Health/Health Care Administration/Management

University of Louisiana at Lafayette   1996 — 2000
Bachelor's of Science, Secondary Education - English

Brad Hagen Brad Hagen Farmington, Michigan Details
Brad Hagen's Legacy Financial Partners Experience July 2010 - Present
Job Partner at Legacy Financial Partners
Industry Investment Management
Experience
Legacy Financial Partners   July 2010 - Present
Sports Lab, LLC   May 2007 - Present
Keller Williams Realty  August 2004 - Present

Education
Central Michigan University   1987 — 1992
Bachelor of Business Administration (BBA), Marketing and Communications

D. Scott Yerkes D. Scott Yerkes Nashville, Tennessee Details
D. Scott Yerkes's Legacy Financial Partners Experience July 2011 - April 2015
Job Commercial Mortgage Banker at Capstone Capital, LLC.
Industry Commercial Real Estate
Experience
Capstone Capital, LLC.   April 2015 - Present
Legacy Financial Partners   July 2011 - April 2015
BBVA Compass  December 2005 - March 2011
UAB Green and Gold Fund   August 2007 - August 2008
AmSouth Bank  April 2003 - December 2005

Skills
Loans, Credit Analysis, Commercial Lending, Portfolio Management, Refinance, Finance, Commercial Mortgages, Credit, Banking

Education
University of Alabama at Birmingham   2005 — 2008
MBA, Finance

Auburn University, College of Business   1998 — 2002
Bachelor of Science, Finance

Bill Wolfgram Bill Wolfgram Alamogordo, New Mexico Details
Bill Wolfgram's Legacy Financial Partners Experience November 2012 - Present
Job Registered Representative at Legacy Financial Partners
Industry Financial Services
Experience
Legacy Financial Partners   November 2012 - Present
Arizona State University  2005 - 2011
Regional Economic Research   November 2000 - October 2002

Education
New Mexico State University   2003 — 2005
Master of Arts (M.A.), Political Science and Government

New Mexico State University   1999 — 2000
Master of Arts (MA), Economics

New Mexico State University   1995 — 1999
Bachelor of Arts (BA), Philosophy

Kathy Christian Kathy Christian Houston, Texas Area Details
Kathy Christian's Legacy Financial Partners Experience September 2009 - January 2011
Job Managing Associate
Industry Financial Services
Experience
Wealth Development Strategies, LLC   September 2013 - Present
BBVA Compass Investment Solutions  January 2011 - February 2013
Legacy Financial Partners   September 2009 - January 2011
The Guardian Life Insurance Company of America  September 2009 - January 2011
BBVA Compass  August 2005 - September 2009
Smith Barney  June 2000 - July 2005
Wells Fargo Investments  1995 - 2001

Skills
Series 7, Series 24, Series 63

Education
Oklahoma State University   1981 — 1983
BA, Management Science and Computer Programming

Syracuse University

Jane Evola Jane Evola Greater Detroit Area Details
Jane Evola's Legacy Financial Partners Experience 2011 - Present
Job Retirement Planning and Insurance Professional at JME Financial
Industry Financial Services
Experience
Legacy Financial Partners   2011 - Present
JME Financial, L.L.C.   September 2007 - Present
Toastmasters International  2011 - 2012
American Express  August 2002 - September 2007
The Bank of Bloomfield Hills-The Private Bank   1989 - 2002
Comerica Bank  July 1981 - October 1989

Skills
Administration, Customer Service, Compliance, Operations, Banking, Retirement Planning, Life insurance, various Annuities, Strategic Financial..., Fixed Annuities, System Administration, Life Insurance, Small Business, Coaching, Social Networking, Retirement, Employee Benefits, Financial Services, Long-term Care, 401k, IRAs

Education
Macomb Community College   1978 — 1980
Associates of Applied Science, Legal Studies

Bishop Gallagher

Guardian Angels

Guardian Angels

Roseville