Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations- Disclosures:
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Verified contacts
47
available on Kipplo
LinkedIn employees
66
51 to 200 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
47 contacts with verified email or phone · masked until revealed.
- AS
Ashley Sherman
Director of Advisor Operations · Operations
EmailPhone - MD
Matt Douce
Director of Financial Planning · Finance & Accounting
EmailPhone - DG
Doug Gallagher
Vice President · General Business & Management
EmailPhone - MG
Mailis Gonzalez
Controller · Finance & Accounting
EmailPhone - AZ
Allan Zucker
Financial Advisor · Finance & Accounting
EmailPhone - AS
Ashlee Santin
Financial Services Professional · Finance & Accounting
EmailPhone - CC
Chase Caldwell
Financial Advisor · Finance & Accounting
EmailPhone - CL
Chris Lowell
Financial Advisor · Finance & Accounting
EmailPhone - CS
Clarence Smith
Financial Service Representative · Customer/Client Service
EmailPhone
Showing 9 of 47 verified contacts
Top roles at Legacy Wealth Partners
29 distinct titles indexed · top 10 shown.
- 6financial services professional
- 5financial advisor
- 4financial services representative
- 2agent
- 2financial professional
- 1&,
- 1assistant aso
- 1brokerage new business
- 1business manager & cfo
- 1controller
- +19more titles
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