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Press Releases
Legacy Wealth Management Named to 2020 CNBC FA 100
Legacy Wealth Management was named to the CNBC’s 2020 Top 100 Financial Advisors nationwide list. CNBC’s list celebrates firms like Legacy that provide comprehensive financial planning to help clients navigate their financial lives.
Legacy Wealth Management Named to 2020 FT300
Legacy Wealth Management only Memphis-based firm named to 2020 FT300, a ranking of the top 300 registered investment advisors (RIAs) in the U.S. by Financial Times.
Memphis Business Journal: How FedEx Pilots came to represent 14% of Legacy Wealth Management’s clientele
May 2020 Article on the importance of PRSP Pension option Planning.
InvestmentNews Best Places to Work 2020 for Financial Advisors
Named Again in 2020 for the Third Year in a Row, Legacy Wealth Management was named to InvestmentNews’ nationwide list of the best places to work for Financial Advisors. Legacy was once again recognized as one of the top 10 best places to work in the country.
Memphis Business Journal’s 2020 Best Places to Work
This is the sixth year in a row that Legacy Wealth Management has been nominated as one of the best places to work in Memphis.
Advisory HQ Review Of Legacy Wealth Management
Legacy Wealth Management was named in 2019 for the fourth year in a row to AdvisoryHQ’s top Financial Advisors list in Tennessee.