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Legacy Strategic Asset Management
Address:
1891 Georgetown Road
Hudson, OH 44236
Phone:
330-655-7051
Fax/Other:
330 655 8921
E-mail address: [email protected]

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, 2020 & 2021 Barron's Top Institutional Consultant.*

MEET OUR TEAM

Financial Advisors and Institutional Consultants

From left to right: Douglas Krapf, Alexander Shannon, Matthew Shannon, john Shannon, James Barsella, Sharon Whitacre and David Wohlabaugh

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

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Client Services Associates

From left to right: Patti Noel, Darla Brown, Kristin Light and Kimberly Morgan

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

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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© 2021 Wells Fargo Clearing Services, LLC. All rights reserved.

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