Jim joined Legacy Strategic Asset Management of Wells Fargo Advisors in 1996 as a Financial Advisor and Senior Institutional Consultant. He began his career in 1987 at Baker & Taylor in Chicago where he was ultimately promoted to Regional Human Resource Manager and Manager of Benefits. Immediately prior to joining Legacy Strategic Asset Management, he spent four years at Fidelity Investments where he was a Manager of Retirement Plan Consulting and Client Service. Jim’s role within Legacy Strategic Asset Management includes consulting services for both institutional and high-net-worth clients with an emphasis toward asset allocation, manager search and selection and performance reviewing and due diligence of alternative asset management strategies. Jim has been recognized in Barron’s Top 1200 U.S. Financial Advisors Ranked by State in 2018, 2019, 2020, 2021 and 2022.*
Jim has a Bachelor of Science degree in Management and Finance from Eastern Illinois University and a Master of Science degree in Industrial Relations from Loyola University, Chicago.
Jim lives in Hudson, OH with his wife. He enjoys golf and travel and devotes considerable time to his involvement in community and charitable activities within the greater Cleveland/Akron area.*The rankings are based on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.
Douglas joined Legacy Strategic Asset Management of Wells Fargo Advisors in 2005 as a Financial Advisor and Senior Institutional Consultant. He began his career in 1996 with C.H. Robinson Worldwide, a global logistics solutions and transportation provider. Immediately prior to joining Legacy Strategic Asset Management, Doug had risen to the level of National Sales Manager and Director of Branch Operations. Doug’s role within Legacy Strategic Asset Management includes consulting services for both institutional and high-net-worth clients with an emphasis on asset allocation, manager search and selection and performance reviewing as well as a focus in defined contribution and benefit plans.
Doug has a Bachelor of Science degree in Public Health from Indiana University. He achieved his formal certification as an Accredited Investment Fiduciary (AIF®) in 2008.
Doug lives in Hudson, OH with his wife and three children. He enjoys travel and devotes considerable time to school and local community volunteer opportunities including serving on the Board of Directors for United Way of Summit County.
Matthew joined Legacy Strategic Asset Management of Wells Fargo Advisors in 1998 as a Senior Institutional Consultant and Financial Advisor. He began his career in 1995 at Shreiner Company immediately prior to joining Legacy Strategic Asset Management.
Matt had risen to Director of International Marketing for the international manufacturing and distribution corporation at Shreiner Company. Matt’s role within Legacy Strategic Asset Management includes consulting services for both institutional and high-net worth clients with an emphasis on asset allocation, manager search and selection and performance evaluation, as well as Investment Policy Statements, risk management and evaluation studies.
Matt has a Bachelor of Science degree in Management and Marketing from the University of Dayton. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2006.
Matt lives in Copley, OH with his wife and three children. He serves as a trustee on the St. Hilary Parish Foundation and the Brothers of the Holy Cross Investment Committee. He is actively involved with his family, enjoys the outdoors, farming and general aviation.
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Stephen is Co-Founder and Managing Director of Legacy Strategic Asset Management of Wells Fargo Advisors which he formed in 1987 with John Shannon for the purpose of serving the consulting needs of institutional investors. He began his investment career in 1967 as a Financial Advisor with Merrill Lynch where he served as a Senior Account Executive until 1978 when he joined Prescott, Ball & Turben. Immediately prior to forming Legacy Strategic Asset Management, Steve had risen to the Director of Retail Operations for Prescott, Ball & Turben. Steve’s role within Legacy Strategic Asset Management includes consulting services for both institutional and high-net-worth clients with a focus in relationship management and strategy.
Steve has a Bachelor of Science degree in Engineering from Case Western Reserve University.
Steve lives in Hudson, OH and Stuart, FL with his wife. He is an avid golfer, reader and travels extensively both domestically and internationally. Steve is actively involved in community development and charitable interests in the greater Cleveland/Akron area.
Sharon joined Legacy Strategic Asset Management of Wells Fargo Advisors in 2013 as a Financial Consultant and Senior Institutional Consultant and Financial Consultant. She began her career in financial services in 1989 with a broad background in commercial banking, private banking and trust services at Bank One, Columbus, NA and Bank One, Colorado Springs, NA. Immediately prior to joining Legacy Strategic Asset Management, she spent seven years on a consulting team at Morgan Stanley working primarily with high-net-worth families. Sharon's role within Legacy Strategic Asset Management includes consulting services for both high-net-worth clients and institutions with an emphasis on comprehensive wealth and investment planning and portfolio construction.
Sharon has a Bachelor of Science degree in Finance from Marquette University and an MBA from the University of Dayton. She achieved the Certified Financial Planner (CFP®) designation in 1996 and the Certified Investment Management Analyst (CIMA®) designation in 2009. She is an active member of the Investment & Wealth Institute (IWI) and the Financial Planners Association (FPA).
Sharon lives in Hudson, OH with her husband and has two grown children. Sharon volunteers her time serving on the Board of Directors for Hudson Community Foundation where she Chairs the Investment Committee and serves on the Investment Committee for Grace House. In her free time, she enjoys golf, cycling and boating.
Dave joined Legacy Strategic Asset Management of Wells Fargo Advisors in 2019 as a Financial Consultant. Dave earned the credential as a Certified Fund Specialist (CFS®). Immediately prior to joining Legacy Strategic Asset Management, he spent six years on a team within Wells Fargo Advisors working primarily with high-net-worth families and employer- sponsored retirement plans. Dave's role is serving as a lead with the growth of the high-net worth, institutional and retirement plan consulting services an emphasis on asset allocation, manager research and selection, performance reviews, investment policy statements reviews, and asset allocation studies. Prior to entering the financial services industry, he spent nine years in the NFL as a player with The New England Patriots, The Cleveland Browns and the St. Louis Rams.
Dave has a Bachelor of Arts degree in Political Science from Syracuse University with an emphasis in International Relations.
Dave lives in Akron, OH with his wife and three sons. Dave has volunteered his time with Disabled American Veterans, Hunt of a Lifetime and the Spina Bifida Association. He enjoys exercising, travel and plays golf.
Alex Shannon is a Financial Consultant for Legacy Strategic Asset Management. He began his career in 2015 working as a development officer at Akron Children's Hospital where he was responsible for working on a team that raises money for the hospital. Responsible for business development and marketing plan execution, Alex applies his knowledge to helping current and prospective clients understand the benefits and knowledge Legacy Strategic Asset Management offers to foundations, endowment, employee benefit plans, families and family offices as investment consultants.
Alex has a Bachelor's of Science degree in Accounting from the University of Akron, Master's in Business Administration from Malone University and pursuing a Master's of Science in Business Psychology from Franklin University.
Alex lives in Stow and cherishes family time, playing golf, basketball, and reading. He volunteers his time serving as Board President for Stark State College Foundation Board of Directors, Chairman of the Finance Council for the Newman Center at Kent State University, Phi Delta Theta Ohio Epsilon Scholarship Committee’s Executive Board, Board Member at Project Outrun and is a member of the Leadership Akron Class 36. Alex was recognized by the University of Akron Alumni Association in 2019 for the ‘5Under35.’
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