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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®

John Michael Clowers, CFP®, CFA
Director of Portfolio Management
johnmichaelc@legacywealth.com

Working at Legacy allows every member of our team to get to know our clients.  When I execute trades, balance portfolios according to risk tolerance, or implement investment strategies, I am able to recall meetings with that client, their goals, their interests, etc.  It makes my job more personal, and so much more rewarding.  Clients deserve the Legacy difference.

John Michael is the Director of Portfolio Management and a member of Hallie Peyton's client service team.  He is responsible for the management of his team’s portfolios by reviewing clients’ goals and objectives and implementing investment strategies.  He is the Chairman of the Portfolio Management Committe, a member of the firm's Investment Committee, and a member of the Best Execution and Best Custody Committee.  

John Michael joined Legacy Wealth Management in 2011 after an internship with Morgan Keegan as a fixed income research analyst.  He received his CFP® certification in 2014 and became a CFA® charterholder in 2016.  He received his B.B.A. in Finance from the University of Memphis.