Little Rock, AR Office

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.

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, AR. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Legacy Capital Wealth Partners in 2018, he spent two years with Kestra Financial Services, Inc. and 15 years with Legacy Capital Group. He is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm offers comprehensive financial planning and investment management with a focus on fundamental analysis and long-term strategies, while providing ongoing account monitoring and customized client service.

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 at Legacy Capital Wealth Partners, LLC with nine years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, foundations, nonprofit organizations, and retirement plans, providing holistic financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, with ongoing account monitoring and at least annual formal reviews.

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.

Norman Strickland is a CFP® professional with 15 years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC since 2020. Prior to this, he spent 11 years at Trent Capital Management, Inc. and one year at Equitable Advisors. Legacy Capital Wealth Partners is a multi-advisor firm managing over $1.5 billion in assets, providing holistic financial planning and both discretionary and non-discretionary investment management to individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment orientation, while offering regular account monitoring and comprehensive client reporting.

Gregory Young is a financial advisor at Legacy Capital Wealth Partners, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Legacy Capital Wealth Partners in 2020, he worked at Trent Capital Management for ten years and Arvest Wealth Management for three years. Outside of his advisory role, he is president of a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm employs a comprehensive financial planning approach combined with discretionary and non-discretionary investment management, focusing on fundamental analysis and a long-term investment orientation.