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Kelly K
Series 63, Series 65
Saint Johns, FL
Legacy Financial Services Group, Inc.
Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.
Carolyn W
Series 65
Traverse City, MI
Legacy Financial Services Group, Inc.
Carolyn Weeks is a Series 65-licensed financial advisor with Legacy Financial Services Group, Inc., bringing 10 years of industry experience. She has been with Legacy Financial Services Group since 2015 and also owns a retail store specializing in metal wall art and home decorations. Legacy Financial Services Group is a fee-based investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, pension, and institutional clients. The firm employs a strategic asset-allocation approach with global diversification and conducts quarterly account reviews supported by fundamental and technical research methods.
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