Our Team

Legacy Strategic Asset Management's success—for our ourselves and our clients—is the result of our experienced,  highly-tenured team dedicated to building genuine, trusting relationships. Our conversations with clients are often deeper and more confidential than those with family, physicians, and clergy.

We forge a long-lasting relationship with clients at all levels of our organization. You don't simply get an “advisor.” You get a team, including two consultants, a client services representative and an analyst—all working together to execute a disciplined investment process to help you achieve your goals.

But don't take our word for it; take the word of Barron's, the world's premier investing publication. Legacy Strategic Asset Management was recognized by Barron's as a 2017, 2018 & 2019 Barron's Top Institutional Consultant.

 

MEET OUR TEAM

Financial Advisors and Institutional Consultants
Our team of financial advisors and institutional consultants have over 22 average years of industry experience.  

Visit Our Team Directory >

 

Client Services Associates 

Our four dedicated Client Service Associates hold an average of 13 years of industry experience. Meet Patti Noel (Associate Vice President, Senior Registered Client Associate), Darla Brown (Associate Vice President, Senior Client Associate), Kristin Light (Associate Vice President, Senior Registered Client Associate), and Kimberly Morgan (Senior Client Associate).

 

The Barron's Top 30/Top 50 Institutional Consultants rankings are evaluated on a range of factors for the Financial Advisor and their team including constitutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant's team. Also considered were the advanced professional designations and accomplishments represented on the team.