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Legacy Wealth Management, Inc.

About the Company
Employees
7

Employee List (7)

Robert Trimm, Ph.D., CFA, CIPM

Legacy Wealth Management, Inc.

Chief Investment Officer

  • Location Memphis, TN
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Rob Sievers, CFP

Legacy Wealth Management, Inc.

Portfolio Manager

  • Location Memphis, TN
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Cathy A. Simmons, CFP, IACCP

Legacy Wealth Management, Inc.

CCO

  • Location Memphis, TN
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Buddy Daves

Legacy Wealth Management, Inc.

Controller

  • Location Memphis, TN
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Jeff Barnes

Legacy Wealth Management, Inc.

Director of Retirement Plan Services

  • Location Memphis, TN
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Jim Thomas

Legacy Wealth Management, Inc.

President

  • Location Colorado Springs, CO
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Jim Isaacs, CFP´┐¢

Legacy Wealth Management, Inc.

President & CEO

  • Location Memphis, TN
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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

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