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President & CEO


James J. Isaacs, CFP®

Creating your Plan


Hallie Peyton, CFP®

 

Managing Your Investment Portfolio


E. Charles Jalenak, CFP®

Compliance


Cathy Simmons, CFP®

Operations and Administration


Duncan Miller, CFP®

Our Founder


John Ueleke, CFP®

 

Duncan Miller, CFP®, CAIA
Managing Director
duncanm@legacywealth.com

When I began working in this industry, client services entailed investing a client’s portfolio and then managing it until retirement.  Today, clients want and need so much more—a documented plan to achieve retirement goals; estate planning guidance; diversified investments; capital gain advice; and more.  We’ve assembled a team of experts that can look at the total picture of your financial wellbeing.  Clients deserve the Legacy difference.

 

As Managing Director, Duncan oversees the firm’s client service teams and the client operations group.  Duncan is a member of Legacy Wealth Management’s Board of Directors, Management Committee, Investment Committee, Client Management Committee, Risk Committee and Best Execution and Best Custody Committee.

Duncan joined Legacy Wealth Management in 2000 from First Tennessee Bank, where he served as a Vice President in the Financial Institutions Division.  He received his CFP® certification in 2003 and his CAIA designation in 2008.  Duncan serves as Chair of the Board of Governors and continues to serve on the Investment Committee of the Community Foundation of Greater Memphis.  He was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine and has been quoted in the Wall Street Journal.  He received his M.A. from Boston College and a B.A. from Washington and Lee University.