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Wesley J

Series 66

Saint Simons Island, GA

Legacy Financial Advisors

Wesley Joiner is a financial advisor at Legacy Financial Advisors in Saint Simons Island, GA, holding a Series 66 designation with 14 years of industry experience. He has worked at Cetera Advisors LLC and First Allied Advisory Services in prior roles. Outside of his advisory work, Joiner is a partner in IMaximize Social Security, LLC, a company focused on providing tools to advise clients on Social Security decisions. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies through multiple model portfolios and typically uses Schwab for custody, managing accounts on either a discretionary or non-discretionary basis according to client preference.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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William J

Series 63, Series 65

Saint Simons Island, GA

Legacy Financial Advisors

William Joiner is a financial advisor at Legacy Financial Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy since 2015. Outside of advising, he is a partner at Fiber Tech Enterprises, LLC and volunteers with the Sea Palms West Homeowners Association. Legacy Financial Advisors serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and financial institution consulting. The firm applies goals-based, long-term investment strategies using multiple model portfolios and offers discretionary and non-discretionary account management.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Kyle H

Series 65

Saint Simons Island, GA

Legacy Financial Advisors

Kyle Holland is a financial advisor at Legacy Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Southeastern Bank for 11 years. Outside of his advisory role, Kyle provides strategic and technical business consulting through Cloverfield Group LLC. Legacy Financial Advisors serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial institution consulting. The firm employs goals-based, long-term investment strategies using multiple model portfolios and manages accounts on both discretionary and non-discretionary bases.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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