Legacy Private Wealth Partners
Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy. Our personalized wealth management services prioritize accessibility and communication, ensuring a consistent experience for clients no matter where they are in life. At Legacy, we prioritize building relationships based on trust and care, going beyond business transactions to truly partner with those we serve. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- SG
Scott Garcia
Financial Advisor · Finance & Accounting
EmailPhone - EM
Erica Mabry
Director of Special Projects · General Business & Management
EmailPhone - AG
Andrew Graefe
Sr Paraplanner & Associate Financial Advisor · Finance & Accounting
EmailPhone - BN
Bobby Neil Foster
Financial Advisor · Finance & Accounting
EmailPhone - OS
Olivia Sebastian
Financial Advisor · Finance & Accounting
EmailPhone - SO
Sean Oneill
Financial Advisor · Finance & Accounting
EmailPhone - GM
Garner Mabry
Founding Partner · General Business & Management
EmailPhone - KS
Karch Schwartz
Sr Paraplanner & Associate Financial Advisor · Other
EmailPhone - TS
Todd Schwartz
Founding Partner · General Business & Management
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Legacy Private Wealth Partners
7 distinct titles indexed · top 7 shown.
- 6financial advisor
- 2founding partner
- 2sr paraplanner & associate financial advisor
- 1client service para-planner associate
- 1director of special projects
- 1senior registered client service associate
- 1summer intern
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