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Legacy Wealth Management, Inc.

About the Company
Employees
7
Job Titles
7

Description

None available.

Popular Employees

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Robert Trimm, Ph.D., CFA, CIPM

Chief Investment Officer
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Rob Sievers, CFP

Portfolio Manager
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Cathy A. Simmons, CFP, IACCP

CCO
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Buddy Daves

Controller
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Jeff Barnes

Director of Retirement Plan Services
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Jim Thomas

President
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Jim Isaacs, CFP´┐¢

President & CEO
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Company Summary
  • Address
    Atrium, 1715 Aaron Brenner Drive #301
    Memphis, TN 38120
  • Industry
    Financial Service
  • Estimated Revenue
    1M - 5M
  • Company Size
    11-50 employees
  • Website
    legacywealth.com

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