Legacy Capital Wealth Partners, LLC

R Iley Jones is a financial advisor at Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding a Series 65 designation with one year of industry experience. Prior to joining Legacy Capital, Jones worked at Alterra and has experience in other roles including positions at Northshore Golf Range and the University of Arkansas. Legacy Capital Wealth Partners serves individuals and high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm provides holistic financial planning and investment management with a long-term orientation, supported by comprehensive client assessments and ongoing account monitoring.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Neuberger Berman LLC, LPL Financial, and AXA Distributors, LLC. He is also the owner and manager of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, family offices, trusts, and various nonprofit and retirement entities. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and a long-term investment orientation.

Joshua Putnam is a financial advisor at Legacy Capital Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Sundvold Financial, VOYA Financial Advisors, Inc., and Legacy Financial Group, Inc. He is also a licensed insurance agent and owns The Putnam Group, an entity for collecting residual commissions from insurance policy sales. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, and institutional entities by providing holistic financial planning, investment management, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and conducts ongoing account monitoring and formal annual reviews.

Lauren Young is a financial advisor at Legacy Capital Wealth Partners, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Kestra Financial, Inc. and Purshe Kaplan Sterling Investments, Inc. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, and nonprofit organizations. The firm offers comprehensive financial planning and investment management using a long-term, fundamental analysis approach combined with ongoing account monitoring and regular formal reviews.

Wessel Zwiegers is a financial advisor with Legacy Capital Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Legacy Capital since 2019 and previously at Stephens Inc. from 2015 to 2019. He serves as a regional board member for First Service Bank, assisting in community awareness efforts for the Little Rock branch. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm provides holistic financial planning and investment management with a focus on fundamental analysis and long-term strategies, managing over $1.5 billion in assets through a multi-advisor team.

Morgan Sizer is a financial advisor at Legacy Capital Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trent Capital Management, Sowell Management Services, Concordius Capital Advisors, and Mozumbo LLC. Outside of advisory work, he manages financial operations for RPM Consulting of Texas, LLC and Little Rock Audio, LLC. Legacy Capital Wealth Partners serves individuals, families, family offices, trusts, charitable foundations, nonprofit organizations, and retirement plans with holistic financial planning and both discretionary and non-discretionary investment management. The firm uses fundamental analysis and a long-term investment approach while providing comprehensive client reviews and continuous account monitoring.

Jason Prather is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Legacy Capital Wealth Partners since 2018 and previously with Kestra Financial Services and Legacy Capital Group. Prather is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management, using fundamental analysis and a long-term approach while providing regular account monitoring and reporting.

Michael Peebles is a CFA® charterholder and a financial advisor with 21 years of industry experience. He is currently with Legacy Capital Wealth Partners, LLC in Rogers, AR, and has previously worked at Purshe Kaplan Sterling Investments, Arvest Wealth Management, and several other firms. Legacy Capital Wealth Partners serves high-net-worth individuals, families, trusts, foundations, and retirement plans, providing comprehensive financial planning and investment management through a multi-advisor team approach with a focus on fundamental analysis and long-term strategy.

Deann Gann is a CFP® with 29 years of industry experience, currently affiliated with Legacy Capital Wealth Partners, LLC. She has held previous roles at Purshe Kaplan Sterling Investments and Arvest Asset Management. Outside of her advisory work, she serves as secretary, treasurer, and bookkeeper for Hook, Line, and Sinker, a retail business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, and nonprofit organizations with holistic financial planning and both discretionary and non-discretionary investment management. The firm emphasizes a comprehensive client assessment and a primarily long-term investment approach while providing ongoing account monitoring and annual reviews.

Matthew Koll is a CFP® professional with two years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC. His prior experience includes roles at Arvest Bank and First Community Trust, along with 18 years of service in the United States Navy. Outside of his advisory work, Koll serves as president of the school board for St. Vincent de Paul Catholic School and holds board and committee positions with local nonprofit organizations Big Brother Big Sister NWA and the Mercy Foundation. Legacy Capital Wealth Partners serves individuals and high-net-worth clients, families, trusts, and nonprofit organizations, providing holistic financial planning and investment management. The firm’s investment approach is based on fundamental analysis with a long-term orientation, and it offers comprehensive client reviews supported by technology and multi-advisor collaboration.

Matthew Jones is a CFP® with 31 years of industry experience, currently serving with Legacy Capital Wealth Partners, LLC in Little Rock, AR. He has been with Legacy Capital and affiliated firms since 1997, including roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones holds board positions including Immediate Past Chair and Investment Committee member of the Baptist Health Foundation Board. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, employing fundamental analysis with a long-term orientation while monitoring client accounts continuously.

Jessica Heath is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses and having nine years of industry experience. She has worked at Legacy Capital since 2020 and previously was with Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, and various institutional entities, offering holistic financial planning and both discretionary and non-discretionary investment management. The firm employs a primarily long-term investment approach based on fundamental analysis, with ongoing account monitoring and regular reviews.

Brian Wood is a CFA® charterholder with 23 years of industry experience. He is a senior wealth advisor and managing partner at Legacy Capital Wealth Partners, LLC, and has previously worked at Arvest Wealth Management, Purshe Kaplan Sterling Investments, A. G. Edwards & Sons, Inc., and FSW Partners, L.P. Wood serves as finance chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board member positions at Pathway to Freedom, a prison ministry nonprofit, and Christ for the City International, a mission outreach organization. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides comprehensive financial planning and discretionary and non-discretionary investment management, emphasizing fundamental analysis and long-term orientation while offering ongoing account monitoring and tailored asset allocation.

Kevin Clark is a financial advisor at Legacy Capital Wealth Partners, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Trent Capital Management and Signator Investors. Outside of his advisory role, he owns and operates NEA Financial Services, LLC, which provides accounting and tax preparation services. Legacy Capital Wealth Partners serves individuals, families, family offices, trusts, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management with a focus on fundamental analysis and a long-term orientation, supported by ongoing account monitoring and formal annual reviews.

Preston Edwards is a financial advisor at Legacy Capital Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lighthouse Financial and Chenal Country Club. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm provides holistic financial planning, discretionary and non-discretionary investment management, and retirement plan advisory services, with an investment approach that emphasizes fundamental analysis and a long-term orientation.