Legacy Private Client Services
Our approach begins by helping clients attain clarity by exploring their core values through critical questions and active listening. Client objectives are carefully articulated in a document and then verified by the client for accuracy; this document then serves as the benchmark for planning considerations designed to address potential inefficiencies and opportunities.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AP
Adam Persky
Financial Advisor · Finance & Accounting
EmailPhone - LW
Lori Williamson
Executive Assistant · General Business & Management
EmailPhone - AB
Alex Brese
Associate Financial Adviser · Finance & Accounting
EmailPhone - EB
Erick Barone
Financial Advisor · Finance & Accounting
EmailPhone - MW
Mary Wolkomir
Philanthropic Liaison · Other
EmailPhone - KB
Kathleen Bailey
COO Admin Manager · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Legacy Private Client Services
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1associate financial adviser
- 1coo admin manager
- 1executive assistant
- 1philanthropic liaison
Sign up to unlock all 6 contacts at Legacy Private Client Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Legacy Private Client Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
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