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Hallie P
CFP®, Series 63
Memphis, TN
Legacy Wealth Management, LLC
Hallie Peyton is a CFP® with 21 years of industry experience and has been with Legacy Wealth Management, LLC since 1999. She is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, corporate pension and retirement plans, as well as state and municipal government entities, using globally diversified portfolios that combine actively and passively managed strategies.
Cathy S
CFP®, Series 63, Series 65
Memphis, TN
Legacy Wealth Management, LLC
Cathy Simmons is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in assets for approximately 1,425 clients. The firm provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, foundations, corporate pension plans, and government entities, using globally diversified portfolios that combine actively and passively managed strategies.
Lindsey M
CFP®, Series 65
Memphis, TN
Legacy Wealth Management, LLC
Lindsey Mazzola is a CFP® and Series 65-registered financial advisor with 20 years of experience. She has been with Legacy Wealth Management, LLC in Memphis, TN since 2003. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets for individuals, trusts, foundations, corporate plans, and government entities. The firm employs a globally diversified investment approach using a combination of no-load mutual funds, ETFs, and separately managed bond portfolios, with decisions made by client service teams and an investment committee.
Duncan M
CFP®
Memphis, TN
Legacy Wealth Management, LLC
Duncan Miller is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. He is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets for individuals, trusts, foundations, corporate plans, and government entities. The firm employs a globally diversified investment approach combining actively and passively managed strategies, with portfolio decisions made by client service teams and an investment committee.
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