Bryce Coy is a CFP® with four years of experience in the financial services industry, currently serving as an advisor at Legacy Financial Strategies, LLC. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is a co-owner and partner in CSBC LLC, a real estate development and capital investment venture.
Legacy Financial Strategies, LLC is an SEC-registered firm managing approximately $952 million across a diversified client base that includes individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and globally diversified portfolios, utilizing mutual funds, ETFs, and individual securities, and offers a lower-cost ETF model program, Legacy Next, for smaller accounts.