Legacy Wealth Management Group, Inc.

Ronald Dawson is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several related entities including Legacy Wealth Advisor LLC and Old Dominion Insurance Partners. Outside of his advisory role, he is co-owner of Legacy Auditorium, LLC, a business that manages the rental of an auditorium facility. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services primarily to individuals and high net worth clients. The firm employs customized portfolio strategies and generally manages accounts on a discretionary basis while allowing for client-imposed investment restrictions.

Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation and bringing one year of industry experience. Prior to his current role, he was with Healey Company from 2016 to 2024. Legacy Wealth Management Group, Inc. serves individual and high net worth clients with discretionary investment management, comprehensive financial planning, and consulting. The firm employs a customized approach to portfolio construction, incorporating asset allocation, dollar-cost averaging, and technical analysis, and manages approximately $289.8 million across about 963 client relationships.

Jeffery Bruffy is an advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation. His professional background includes roles at Legacy Life LLC and C.W.Wright, as well as experience in education at Appomattox High School and Appomattox Middle School. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and offers customized portfolios based on various investment strategies.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. He is a co-owner of Legacy Auditorium, LLC, a business involved in rental management, and serves as a general board member of the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. offers discretionary investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and employs customized portfolios based on various investment strategies.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Legacy Wealth Management Group since 2022 and is also involved in non-investment related businesses, including co-ownership of Legacy Auditorium, LLC and operations with Old Dominion Insurance Partners, LLC, which focuses on property and casualty insurance and Medicare supplements. Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting services to individuals and high net worth clients. The firm employs a customized investment approach with portfolio management strategies based on asset allocation, dollar-cost averaging, and technical analysis, serving approximately 963 client relationships through a team of seven advisors.