Legacy Wealth Management

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Legacy Wealth Management Employees

Employee
Years
Job
Industry
Nicholas Hagen Nicholas Hagen Ft Mitchell, Kentucky Details
Nicholas Hagen's Legacy Wealth Management Experience 2013 - 2013
Job Student at University of Cincinnati
Industry
Experience
Merrill Lynch  December 2012 - January 2013
Coldwell Banker  2013 - 2013
Legacy Wealth Management   2013 - 2013
Raymond James Financial Inc.  August 2012 - December 2012

Skills
Finance, Investments, Microsoft Office, Public Speaking, Microsoft Excel

Education
University of Cincinnati   2013 — 2017
Bachelor's Degree, Finance and Business Analytics, Sophomore

Michelle Emmal DeLeon Michelle Emmal DeLeon Orange County, California Area Details
Michelle Emmal DeLeon's Legacy Wealth Management Experience March 2014 - Present
Job Operations Manager/Client Service Associate at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   March 2014 - Present
CalSTRS/JEM   October 2007 - March 2009
PARS (Public Agency Retirement Services)   September 1992 - September 2007

Skills
Sales, Employee Benefits, Customer Service, Management, Start-ups, CRM, Sales Management, Business Development, Product Management, Negotiation, Marketing Strategy, Employee Training, Defined Contribution, Investments, 401(a), Project Management, Sales Operations, New Business Development, Planning, Presentations, Selling, Account Management, Salesforce.com, Entrepreneurship, Leadership, Benefits Administration, Defined Benefit, Contract Negotiation, Product Development, Sales Process, Operations Management, Morningstar, LPL Financial's..., 403 b

Education
University of California, Irvine   1985 — 1989
Bachelors, Psychology

Chaminade College Preparatory

Wharton School of Business
CEBS Candidate

Robert Baytosh Robert Baytosh Yorba Linda, California Details
Robert Baytosh's Legacy Wealth Management Experience June 1996 - June 2012
Job Director of Financial Services at Matles & Associates, Inc.
Industry Financial Services
Experience
Matles & Associates, Inc.   June 2012 - Present
Legacy Wealth Management   June 1996 - June 2012

Skills
Retirement, Life Insurance, Insurance, Retirement Planning, 401k, Disability Insurance, Fixed Annuities, Financial Advisory, Investments, Investment Advisory, Series 7, Estate Planning, Long-term Care, Term Life Insurance, Employee Benefits, Strategic Financial...

Education
California State University-Fullerton   1994 — 1995
BA, Business Administation w/ Finance

Cal Poly Pomona   1991 — 1992

Jessica Snodgrass Jessica Snodgrass Yukon, Oklahoma Details
Jessica Snodgrass's Legacy Wealth Management Experience May 2006 - February 2007
Job Middle Market Underwriting Technician at CNA Insurance
Industry Individual & Family Services
Experience
CNA Insurance  January 2014 - Present
Chesapeake Energy  January 2013 - December 2013
Frates Insurance & Risk Management  December 2009 - December 2012
Standard Lines Services, a Division of Graham Rogers   February 2009 - November 2009
ConocoPhillips  June 2008 - December 2008
United Supermarkets, LLC  September 2006 - August 2007
Legacy Wealth Management   May 2006 - February 2007

Skills
Commercial Insurance, CISR Designation, Personal Financial..., Accounts Receivable, Oil & Gas Industry, Account Management, Customer Service, Microsoft Office, Learning Quickly, Analytical Reasoning, MS Excel Pivot Tables, Mas 90, BNA Tax Planner, Axys, Golden Years Financial..., IS400, 10 Key, Microsoft Excel, CIC Commercial Property, CIC Commercial Casualty, Organization, Financial Counseling, Casualty Insurance, Financial Accounting, General Insurance, Insurance, Legal Liability, Professional Liability, Property, Sales, Underwriting, Workers Compensation

Education
Texas Tech University   2004 — 2006
Bachelor of Science, Personal Financial Planning, 3.0

Brent Dickerson, CFP® Brent Dickerson, CFP® Lubbock, Texas Area Details
Brent Dickerson, CFP®'s Legacy Wealth Management Experience January 2007 - January 2008
Job Owner and Financial Planner at Trinity Wealth Management
Industry Financial Services
Experience
Trinity Wealth Management   June 2014 - Present
South Plains College  January 2015 - May 2015
Slaton High School   August 2012 - May 2015
Sanford-Fritch ISD   2010 - 2011
Heritage Wealth Management  February 2008 - August 2009
Legacy Wealth Management   January 2007 - January 2008
Amarillo National Bank  February 2001 - August 2003

Skills
Certified Financial..., Personal Financial..., Financial Planning, Charitable Trusts, Wealth Management, Portfolio Management, Technology, Communication, Intellectually Curious, Committed to..., Investments, Retirement Planning, Charitable Remainder..., Critical Thinking, Charitable Giving, Active Learning, Microsoft Office

Education
Texas Tech University   2013 — 2017
Doctor of Philosophy (PhD), Personal Financial Planning

Texas Tech University   2005 — 2006
Master of Science (M.S.), Personal Financial Planning

West Texas A&M University   1997 — 2000
Bachelor of Science (B.S.), Political Science and Government

Amarillo College   1995 — 1997

Amarillo High School   1991 — 1995
Diploma, General Studies

Hannah Sorensen, CLTC, FIC Hannah Sorensen, CLTC, FIC Fargo, North Dakota Area Details
Hannah Sorensen, CLTC, FIC's Legacy Wealth Management Experience March 2011 - January 2012
Job Helping Clients Reach Financial Goals
Industry Financial Services
Experience
Thrivent Financial  January 2012 - Present
Legacy Wealth Management   March 2011 - January 2012
LUXE  November 2004 - August 2011
Shultz & Associates, Ltd.   May 2005 - August 2010
Laurie's   January 2003 - December 2004
Florentine's de Paris   September 2001 - December 2002

Education
North Dakota State University   2004 — 2009
Bachelor of Science, Double Major in Business Admin & Marketing

Fargo North High School

Brienne Jackson, MBA, CFP® Brienne Jackson, MBA, CFP® Greater Memphis Area Details
Brienne Jackson, MBA, CFP®'s Legacy Wealth Management Experience August 2008 - Present
Job Legacy Wealth Management, Inc.
Industry Financial Services
Experience
Legacy Wealth Management   August 2008 - Present
William Howard & Company Financial Advisors   March 2004 - July 2008

Education
The University of Memphis   2003 — 2004
Masters in Business Administration

The University of Memphis   1999 — 2003
Bachelors in Business Administration, Finance

Joseph Clagg Joseph Clagg Indianapolis, Indiana Area Details
Joseph Clagg's Legacy Wealth Management Experience October 2014 - Present
Job Managing Partner at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   October 2014 - Present
Legacy Practice Management   March 2014 - Present
Charles Schwab  January 2014 - March 2014
Charles Schwab  January 2013 - January 2014
Edward Jones  2012 - December 2012
Marion County Clerk's Office  June 2007 - July 2012
Marion County Superior Court  March 2004 - May 2007

Skills
Investments, Life Insurance, Series 63, Telephone Skills, Financial Services, Customer Service, Securities Market, Insurance, Retirement Savings, College Savings Plans, IRAs, Roth IRA, Series 7, Securities, Mutual Funds, Retirement, Leadership, Retirement Planning, Term Life Insurance, Disability Insurance, Series 65, Financial Planning

Education
Indiana University-Purdue University at Indianapolis   2003 — 2011
Bachelor of Science (B.S.), Criminal Justice/Safety Studies

Nicole DiCenzo Nicole DiCenzo Columbus, Georgia Details
Nicole DiCenzo's Legacy Wealth Management Experience 1997 - 1999
Job Author at Nicsrevelations.com
Industry Writing and Editing
Experience
Nicsrevelations.com   September 2011 - Present
US Army  2000 - 2006
Legacy Wealth Management   1997 - 1999
Morgan Keegan  1995 - 1997

Skills
Creative Writer, Interior Decorating, Published Author, Copywriting, Copy Editing, Interior Design, Magazines, Feature Articles, Editorial, Web Content, Publicity, Storytelling, Advertising, Short Stories, Technical Writing, Creative Writing

Education
College for Financial Planning   1995 — 1997
Financial Planning

The University of Memphis   1989 — 1995
Master of Business Administration (MBA)

Joan Wills Joan Wills Narragansett, Rhode Island Details
Joan Wills's Legacy Wealth Management Experience November 2012 - Present
Job Sr. Registered Account Administrator at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   November 2012 - Present
Morgan Stanley  June 2011 - November 2012
Narragansett Bay Commission  March 2008 - June 2011
Joan Wills Law Office   January 1980 - March 2008
Town of Narragansett  January 1990 - December 1994

Education
Suffolk University Law School   1977 — 1980
Juris Doctor (J.D.), Law

Traci M. Honda LaFlower Traci M. Honda LaFlower Newport Beach, California Details
Traci M. Honda LaFlower's Legacy Wealth Management Experience February 2006 - January 2009
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2012 - Present
Morgan Stanley Smith Barney  February 2011 - June 2012
Legacy Wealth Management   February 2006 - January 2009
Ameriprise Financial  January 2005 - January 2006

Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities

Education
University of San Francisco   1996 — 2000
B.S.B.A.

Lisa Smithers Lisa Smithers Charleston, South Carolina Details
Lisa Smithers's Legacy Wealth Management Experience August 2013 - May 2015
Job Business Development Manager at Legacy Wealth Management
Industry Pharmaceuticals
Experience
Legacy Wealth Management   August 2013 - May 2015
Quintiles Transnational  2011 - 2011
MeadowBrook of Granby   April 2010 - October 2010
Vitas Hospice Care  December 2008 - September 2009
Teva Neuroscience  November 2003 - January 2008
TAP Pharmaceuticals  June 2000 - November 2003

Skills
PowerPoint, Sales, Account Management, Sales Operations, Sales Management, Hospitals, Marketing, Neurology, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com

Education
University of New Hampshire
Bachelor of Science (B.S.), Animal Science

New Canaan High School
High School Diploma, College Prepatory

Jaideep Gill Jaideep Gill Greater Los Angeles Area Details
Jaideep Gill's Legacy Wealth Management Experience June 2010 - September 2010
Job Helping you with your energy needs
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric  August 2013 - Present
Schneider Electric  July 2012 - August 2013
Legacy Wealth Management   June 2010 - September 2010
Palos Verdes High School  September 2006 - June 2008

Skills
Electrical Engineering, Sales Engineering, Quotations, Quote to Cash, Power Systems, SKM, ETAP, PowerWorld, Microsoft Office, Pspice, VHDL, C, Power Distribution, Engineering

Education
California Polytechnic State University-San Luis Obispo   2008 — 2011
B.S., Electrical Engineering

El Camino College   2005 — 2008
A.S., Electrical Engineering

Erin Prather Erin Prather Indianapolis, Indiana Details
Erin Prather's Legacy Wealth Management Experience January 2015 - Present
Job Wealth Advisor at Legacy Wealth Management
Industry Hospital & Health Care
Experience
Legacy Wealth Management   January 2015 - Present
Covance  July 2013 - December 2014
AIT Laboratories  March 2009 - March 2013
AIT Laboratories  January 2009 - March 2009
AIT Laboratories  August 2008 - January 2009

Skills
Project Management, Six Sigma, Lean Operations, Team Leadership, Department Budgeting, Operations Management, Root Cause Analysis, Goal Setting, Training Within Industry, MS Excel Pivot Tables, Staff Development, People-oriented, Relationship-building..., Process Improvement, Goal Oriented, Enjoy Challenges, Teamwork, Critical Thinking, Statistical Concepts, Microsoft Office, HPLC, Employee Training, Training, Strategic Planning, Leadership, Validation, Lifesciences, LIMS, GLP, Sop, Life Sciences, SOP, Customer Service, Management

Education
Indiana University Bloomington   2004 — 2008
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Keli Barbee Keli Barbee Oklahoma City, Oklahoma Area Details
Keli Barbee's Legacy Wealth Management Experience January 2006 - September 2006
Job Online Learning Specialist at Express Employment Professionals
Industry Staffing and Recruiting
Experience
Express Employment Professionals  October 2006 - Present
Legacy Wealth Management   January 2006 - September 2006
Paradigm AdvantEdge  January 2000 - January 2006

Education
University of Central Oklahoma

Linda Eden Linda Eden Grand Junction, Colorado Area Details
Linda Eden's Legacy Wealth Management Experience June 1993 - Present
Job CERTIFIED FINANCIAL PLANNER ™ at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   June 1993 - Present
Gunnison Bank and Trust Company   June 1976 - May 1993

Skills
Retirement Planning, Wealth Management, Investment Strategies, Insurance Analysis, Fee based financial..., Insurance, Certified Financial...

Education
College for Financial Planning
Finance

Mackenzie Schmitt Mackenzie Schmitt Memphis, Tennessee Details
Mackenzie Schmitt's Legacy Wealth Management Experience April 2014 - Present
Job Office Coordinator at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   April 2014 - Present

Skills
PowerPoint

Education
Colorado State University-Pueblo   2012 — 2014
BA, History

Mountain Home Senior High School   2004 — 2006

Shelly Baker, CFP, CTFA, CDFA Shelly Baker, CFP, CTFA, CDFA Greater Memphis Area Details
Shelly Baker, CFP, CTFA, CDFA's Legacy Wealth Management Experience July 2009 - August 2014
Job Assistant Vice President, Private Wealth Management at SunTrust
Industry Financial Services
Experience
SunTrust  September 2014 - Present
Legacy Wealth Management   July 2009 - August 2014
Waddell & Associates  June 2004 - December 2008
Morgan Keegan & Company  October 1991 - May 2004

Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts

Education
Cannon Financial Institute   2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration

College for Financial Planning   2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services

The University of Memphis   1987 — 1991
Bachelor of Business Administration (BBA), Finance, General

Angela Matthews Angela Matthews Dallas/Fort Worth Area Details
Angela Matthews's Legacy Wealth Management Experience March 2014 - Present
Job Registered Representative at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   March 2014 - Present
Woodbury Financial Services  2014 - 2015
LPL Financial  January 1998 - August 2012

Skills
Wealth Management, Management, Investments, Securities, Strategic Planning, Wealth, Finance, Sales, Insurance, Medicare Supplements

Education
University of Houston-Clear Lake   1990 — 1992
Bachelor of Science (B.S.), Accounting and Finance

Stephen F. Austin State University   1986 — 1989
Accounting

Marshall High School   1981 — 1986

Edward Shockley, CRC;ChFC Edward Shockley, CRC;ChFC San Francisco Bay Area Details
Edward Shockley, CRC;ChFC's Legacy Wealth Management Experience June 2005 - Present
Job Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Legacy Wealth Management   June 2005 - Present
Cetera Advisor Networks LLC  January 1992 - Present

Skills
Wealth Accumulation, Retirement Planning, Retirement, Investment Advisory, Series 7, Wealth Management, IRAs, Fixed Annuities, Series 63, Asset Allocation, Strategic Financial..., Estate Planning

Education
The American College   2000 — 2002
Chfc, Financial Planning and Services

INFRE   1996 — 2000
Certified retirement Coumselor, Retirement Planning, CRC Degree

Michelle Thomas Reid Michelle Thomas Reid Greater Boston Area Details
Michelle Thomas Reid's Legacy Wealth Management Experience September 2006 - Present
Job Owner, Wealth Advisor, Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   September 2006 - Present
Investors Capital Corporation  2006 - Present
Quick & Reilly  March 2000 - December 2004
FISCO Equity   1997 - 2000

Skills
Wealth Management, Investments, Investment Advisory, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Inheritance Tax Planning, Estate Tax Planning, Retirement Savings, Qualified Retirement..., Charitable Gift Planning, Financial Advisory, Financial Services

Education
Salem State University   1988 — 2004

Dan Funderburk, CFP® Dan Funderburk, CFP® Grand Junction, Colorado Area Details
Dan Funderburk, CFP®'s Legacy Wealth Management Experience January 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Young Life  December 2013 - Present
Legacy Wealth Management   January 2010 - Present
Anvil Corporation  June 2008 - December 2009
Urban Drainage and Flood Control District  March 2006 - June 2008

Skills
Risk Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Personal Finance, Pensions, Asset Managment, Portfolio Management, Insurance, Financial Advisory, Employee Benefits, Small Business, Financial Analysis, Finance, Business Development, Financial Planners, Series 7, Series 63, Series 65, Licensed Life & Health..., Investment Management, Securities, Investment Strategies, Wealth Management, Financial Services, Asset Allocation, Investment Advisory

Education
College for Financial Planning   2009 — 2010
Comprehensive Financial Services

Colorado School of Mines   2004 — 2008
Engineering with a Civil Specialty, Engineering, Economics and Business

Fruita Monument High School

Clermond Jean Clermond Jean Milwaukee, Wisconsin Details
Clermond Jean's Legacy Wealth Management Experience June 2013 - August 2013
Job Corporate and Investment Banking Summer Analyst at Citi
Industry Investment Management
Experience
Marquette University  August 2012 - Present
Citi  June 2014 - August 2014
Legacy Wealth Management   June 2013 - August 2013
Healthy Bagel Restaurant   August 2010 - June 2013

Skills
Microsoft Excel, Public Speaking, Sales, International Relations, Microsoft Word, Problem Solving, Bloomberg Terminal, Morningstar Office, SPSS, Financial Statement..., Credit Analysis, Oral Arguments

Education
Marquette University   2012 — 2016
Finance

Nova High School   2008 — 2012

Cavan Mui Cavan Mui Miami/Fort Lauderdale Area Details
Cavan Mui's Legacy Wealth Management Experience January 2007 - January 2008
Job Business Development Associate at MedTrust Staffing
Industry Financial Services
Experience
MedTrust Staffing  November 2012 - Present
Republic Asset Management Corp   May 2011 - May 2012
Legacy Wealth Management   January 2007 - January 2008

Skills
Microsoft Excel, Financial Analysis, QuickBooks, Accounting, Government Contracting, Contract Management, Proposal Writing, Business Development, Insurance, Microsoft Office, Applicant Tracking..., Talent Acquisition, Healthcare, Leadership, Salesforce.com, Microsoft Word, SharePoint, WordPress, Project Management, Process Improvement, Project Planning, PowerPoint, Social Media, Customer Service, Social Media Marketing

Education
Florida International University - College of Business   2015 — 2016
Master's Degree, Finance

Florida State University - College of Business   2008 — 2012
Bachelor of Science (B.S.), Finance and Management, 3.5

Deborah (Wilson) McVeigh, CFP®, CTFA Deborah (Wilson) McVeigh, CFP®, CTFA Greater Memphis Area Details
Deborah (Wilson) McVeigh, CFP®, CTFA's Legacy Wealth Management Experience April 1991 - Present
Job Senior Financial Planner at Legacy Wealth Management
Industry Investment Management
Experience
Legacy Wealth Management   April 1991 - Present

Education
Cannon Financial Institute   2007 — 2009
Trust Schools

College for Financial Planning   2003 — 2006
CFP Certification Professional Education Program

Messick High School

Messick High School

University of Memphis

Stephen M. Russell, J.D., CFP®, MBA Stephen M. Russell, J.D., CFP®, MBA Knoxville, Tennessee Details
Stephen M. Russell, J.D., CFP®, MBA's Legacy Wealth Management Experience September 2013 - December 2014
Job Vice President & Trust Officer at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank  May 2015 - Present
Legacy Wealth Management   September 2013 - December 2014
Private Practice  August 2010 - September 2013

Education
The University of Memphis—Cecil C. Humphreys School of Law   2007 — 2010
Doctor of Law (JD)

The University of Memphis   2008 — 2010
Master of Business Administration (MBA)

Lindsey Wilson College   2003 — 2006
Bachelor's degree

Middle Tennessee State University   2002 — 2003

Chris Hitching Chris Hitching Greater Memphis Area Details
Chris Hitching's Legacy Wealth Management Experience August 2010 - April 2011
Job Investment Due Diligence Specialist
Industry Financial Services
Experience
Memphis, TN  May 2011 - Present
Legacy Wealth Management   August 2010 - April 2011
First Mercantile  April 2004 - July 2010
Morgan Keegan  January 2002 - April 2004
Sparks Commodities   January 1998 - January 2001
Merrill Lynch  January 1997 - January 1998

Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis

Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance

Christian Brothers University
Finance, General

Teri Wotipka Teri Wotipka Houston, Texas Area Details
Teri Wotipka's Legacy Wealth Management Experience 2007 - 2008
Job Executive Administrative Support Specialist & Liaison: Currently Seeking Career Opportunities
Industry Financial Services
Experience
Frishberg Financial   2009 - 2010
Legacy Wealth Management   2007 - 2008
Ameriprise Financial  2004 - 2007

Skills
Management, Project Management, Recruiting, Research, CRM, Microsoft Office, Negotiation, Analysis, Marketing, Data Analysis, Teamwork, Finance, Leadership, Software Documentation, Event Planning

Education
Brazosport High

University of Houston

Rob Sievers, CFP® Rob Sievers, CFP® Greater Memphis Area Details
Rob Sievers, CFP®'s Legacy Wealth Management Experience August 2007 - March 2013
Job Director of Client Service at Legacy Wealth Management, Inc.
Industry Financial Services
Experience
Legacy Wealth Management, Inc. (Memphis, TN)   March 2013 - Present
Legacy Wealth Management   August 2007 - March 2013
Charles Schwab  July 2000 - August 2007

Education
Christian Brothers University   2007 — 2008
CFP Education Requirement

Arizona State University   2004 — 2006
MBA, Management

University of Tennessee-Knoxville   1996 — 2000
BS, Finance

Heather Shaw Heather Shaw Charleston, South Carolina Area Details
Heather Shaw's Legacy Wealth Management Experience September 2007 - April 2011
Job Client Service Coordinator at RightSourcing, Inc.
Industry Defense & Space
Experience
RightSourcing, Inc.   June 2015 - Present
STG Inc.  September 2014 - May 2015
SCRA Applied R&D  April 2011 - July 2014
Legacy Wealth Management   September 2007 - April 2011
MassMutual  September 2006 - June 2007
Junior League of Charleston   September 2006 - November 2006
Woodside & Assosiates   April 2006 - November 2006
Charlestowne Management Hotels   May 2006 - August 2006
College of Charleston Hospitality & Tourism Dept.   January 2006 - March 2006

Skills
Event Management, PowerPoint, Fundraising, Proposal Writing, Training, Management, Marketing, Press Releases, Recruiting, Analysis, Public Relations, Project Planning, Media Relations, Policy, Advertising

Education
College of Charleston   2003 — 2007
Bachelor

James F. Byrnes High School   1999 — 2003

Benny Firestone Benny Firestone Charleston, South Carolina Area Details
Benny Firestone's Legacy Wealth Management Experience 2002 - Present
Job President, Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management   2002 - Present
IFG Advisory Services, Inc.   December 2001 - January 2004
MML Investor Services   April 2000 - November 2001
Minnesota Mutual  March 1998 - April 2000
American Club Systems  1992 - 1996

Education
Radford University   1989 — 1992
BS

Radford University   1988 — 1992
B.S.

Sarah Haizlip Sarah Haizlip Greater Memphis Area Details
Sarah Haizlip's Legacy Wealth Management Experience September 1995 - January 2005
Job Sr. Vice President at Summit Asset Management
Industry Investment Management
Experience
Summit Asset Management  January 2006 - Present
Legacy Wealth Management   September 1995 - January 2005
Progressive Capital   September 1989 - September 1995
Morgan Keegan  1982 - 1989
Interstate Securities  September 1979 - August 1982

Skills
Investments, Securities, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Strategic Financial..., Client Services, Valuation, Financial Modeling, Public Speaking, Investment Strategies, New Business Development, Business Planning, Business Development, Negotiation, Insurance, Mutual Funds, Finance, Investment Advisory, Retirement Planning, Financial Advisory, Financial Analysis, Risk Management, Employee Benefits, Management, Process Improvement, Commercial Lending, Separately Managed..., Start-ups, Commercial Banking, Leadership, Defined Benefit, Series 7, Private Equity, Estate Planning, Mergers & Acquisitions, Alternative Investments, Equities, Personal Finance, Credit Analysis, Banking, Entrepreneurship, Retirement, Financial Planning

Education
East Carolina University
Master's degree, English/Language Arts Teacher Education

Hutchison School
High School diploma, Liberal Arts

University of North Carolina at Chapel Hill
BA, English, History Education