Legato Financial Group
We’re an financial management group with fiduciary investment advisers working directly with clients to create an individualized retirement plan based on 5 key elements: Income, Investment, Tax, Healthcare and Legacy.
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Verified contacts
22
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
10
organic / mo
Sign up free to see all 22 verified contacts at Legato Financial Group
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- AL
Alicia Lanford
Marketing Director · Advertising & Marketing
EmailPhone - DK
David Karem
Tax Supervisor · Finance & Accounting
EmailPhone - CW
Clay Watkins
Service Advisor · Customer/Client Service
EmailPhone - ED
Emily Doyle
Special Projects Coordinator · General Business & Management
EmailPhone - HH
Heather Hinton
Experience Concierge · Customer/Client Service
EmailPhone - KM
Kylee Marcy
Investment Advisor Representative · Finance & Accounting
EmailPhone - TT
Troy Todd
Investment Advisor Representative · Finance & Accounting
EmailPhone - TF
Tyler Forbes
New Business Coordinator · General Business & Management
EmailPhone - JJ
Justin Jenkins
Chief Executive Officer · General Business & Management
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Legato Financial Group
18 distinct titles indexed · top 10 shown.
- 2investment advisor representative
- 2marketing director
- 2new business coordinator
- 1associate portfolio manager
- 1chief executive officer
- 1chief investment officer
- 1client coordinator
- 1director of client services
- 1experience concierge
- 1financial advisor
- +8more titles
Sign up to unlock all 22 contacts at Legato Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 22 verified contacts at Legato Financial Group
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