A complete list of active advisors currently associated with Legacy Wealth Management

Warmer can help you find a great advisor at Legacy Wealth Management or one who fits your needs even better.

Legacy Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, charitable organizations, pension and profit‑sharing plans, and businesses. The firm advises on equities, fixed income, ETFs, annuities and other insurance products and documents client objectives and constraints in written Investment Policy Statements and financial plans. Legacy constructs tailored, generally discretionary portfolios using a mix of long‑term trading and methods that include modern portfolio theory, fundamental, technical and quantitative analysis, and it monitors accounts at least quarterly. Financial plans are prepared using Right Capital, and the firm may implement model allocations while honoring client‑imposed investment restrictions where practical. Notably, the principal is a licensed insurance agent and the firm offers and may receive third‑party compensation for annuities and other insurance product sales, with conflicts of interest disclosed in client files. Legacy also provides pension consulting for retirement plans — including written plan documents, manager and service‑provider recommendations and ongoing monitoring — and requires custody at Schwab Institutional while not aggregating block trades across client accounts.

To learn more about the advisors currently working at Legacy Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Banks	Charlotte, NC	17

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