Forbes Watson is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at Legacy Wealth Management, LLC since 2019 and previously spent nine years at MIMCO. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs in-house fundamental analysis and pursues a long-term, conservative growth strategy focused on individual securities and thematic investment ideas that are not yet widely priced into markets.

Maggie Hartness is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Bryant Songy Snell Global Partners and the Diaz Law Firm, among other roles. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, also serving corporations, foundations, and endowments. The firm employs fundamental analysis and pursues a long-term, conservative growth strategy, constructing portfolios mainly from individual securities rather than model portfolios or black-box strategies.

Reid Watson is a CFP® professional at Legacy Wealth Management, LLC with two years of industry experience. Prior to joining Legacy Wealth Management, he worked at Bank of Yazoo and has a background that includes real estate. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs fundamental analysis and a long-term, conservative growth approach focused on individual securities and thematic investment ideas.

Wilfred Henderson III is a financial advisor with Legacy Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Legacy Wealth Management in 2024. Outside of his advisory role, Mr. Henderson is associated with Wellington Management Company, LLC, an entity established to manage administration fees related to his family trust. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments. The firm employs a long-term, conservative growth strategy focused on fundamental analysis and constructing portfolios mainly from individual securities.