Legacy Wealth Advisors, LLC

Jeffrey Bruss is a financial advisor at Legacy Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Advisors since 2015. In addition to his advisory role, he is an attorney specializing in estate planning, estate administration, and real estate law at Stewart and Bruss, PC, and he is active as a real estate broker through Bruss Realty, LLC. He also serves on the board of directors for FreeStar Financial Credit Union. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. The firm builds portfolios tailored to client goals, using various analytical methods and provides additional services including estate-document work and personal tax planning for clients with $500,000 or more invested.

Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.