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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®

Hallie Peyton, CFP®
Director of Client Service
halliep@legacywealth.com

Serving others by helping them realize a financial goal is the most gratifying of experiences in my professional career.  That goal is easier for clients to accomplish when they find a financial advisor who can guide them on that journey.  Whether it is a recently-widowed individual who is overwhelmed with decisions; a young business professional who recognizes the need for a plan; or a seasoned collector of investments who needs portfolio management expertise. Clients deserve the Legacy difference.

Hallie is in charge of one of the firm’s client service teams and is a member of Legacy Wealth Management’s Board of Directors, Management Committee, Client Management Committee and Financial Planning Committee.  She is also responsible for assisting new and existing clients with financial planning and portfolio management needs.

Hallie joined Legacy Wealth Management in 1999 from National Commerce Bank Services (NCBS) where she served as First Vice President for five years.  Prior to her position at NCBS, Hallie spent six years managing retail branches for National Bank of Commerce.  She is a member of the Board of Trustees as well as the Investment Committee of St. Mary’s Episcopal School.  Hallie was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine. Hallie received her CFP® in 2003. She received her B.A. from Centre College of Kentucky.