What departments does Family Legacy Financial Solutions have?

Family Legacy Financial Solutions has employees across 4 departments including Finance, Human Resources, Program & Project Management, Operations.

What is the largest department at Family Legacy Financial Solutions?

The largest department at Family Legacy Financial Solutions is Finance with 1 employees.

Where are Family Legacy Financial Solutions employees located globally?

Family Legacy Financial Solutions has employees across 2 continents and 2 countries including Uganda, United States Of America.

How has Family Legacy Financial Solutions's team size changed over time?

Family Legacy Financial Solutions's team has grown from approximately 8 to 9 employees based on available data.

Family Legacy Financial Solutions Employee Directory

Q: Who are Family Legacy Financial Solutions's key employees and leadership?

Family Legacy Financial Solutions's key employees include: Owner/Ceo/Advisor: L. C., Chief Behavioral Officer: M. L..

Financial ServicesNorth Carolina, United States2-10 Employees

Family Legacy Financial Solutions is a financial services firm based in Cary, North Carolina. It delivers relationship-based, comprehensive wealth management aligned with each client's needs and best interests. Advisory services are provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor, with a fiduciary duty to act in clients' best interests and to disclose any conflicts of interest and related fees. It positions itself for families seeking guidance in managing their finances, emphasizing education and empowerment as core elements of its service approach. The firm was founded by partnering advisors who established a culture built on family, authenticity, transparency, and client empowerment. The company also offers educational content on its website, including articles, newsletters, and calculators to help users learn more.

Family Legacy Financial Solutions Global Highlights

North America
13

United States Of America
13

Africa
1

Uganda
1

Family Legacy Financial Solutions's Leadership

M. L.
Chief Behavioral Officer
Mobile Phone
Email
L. C.
Owner/Ceo/Advisor
Mobile Phone
Email
T. I.
Senior Managing Partner, Investment Advisor Representative, Financial Advisor
Mobile Phone
Email
J. S.
Hr & Operations Director
Mobile Phone
Email
K. J.
Project Manager, Contractor
Mobile Phone
Email
R. S.
Operations Manager
Mobile Phone
Email
Z. B.
Member Experience Advisor
Mobile Phone
Email
A. K.
Financial Advising Intern / Mea
Mobile Phone
Email

Family Legacy Financial Solutions Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Information Technology
Accounting
Other
Administrative
Analytics

Contact profiles from Family Legacy Financial Solutions

Name

Title

Contact Info

Location

Last Update

T. I.
Senior Managing Partner, Investment Advisor Representative, Financial Advisor
Mobile Phone
Email
Jun 25, 2026
L. C.
Owner/Ceo/Advisor
Mobile Phone
Email
United StatesMinnesota
Jun 25, 2026
M. L.
Chief Behavioral Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 25, 2026
J. S.
Hr & Operations Director
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
K. J.
Project Manager, Contractor
Mobile Phone
Email
United StatesGeorgia
Mar 24, 2026
R. S.
Operations Manager
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026
Z. B.
Member Experience Advisor
Mobile Phone
Email
Mar 25, 2026
A. K.
Financial Advising Intern / Mea
Mobile Phone
Email
Apr 14, 2026

Frequently Asked Questions

What is Family Legacy Financial Solutions known for?

Family Legacy Financial Solutions was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 6501 Weston Parkway 300 Cary, North Carolina United States. Explore Family Legacy Financial Solutions's company overview page for more information.

What is Family Legacy Financial Solutions's most common email format?

Family Legacy Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Legacy Financial Solutions email formats with LeadIQ.

How many employees does Family Legacy Financial Solutions have currently?

Family Legacy Financial Solutions has approximately 10 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Family Legacy Financial Solutions's key employees and leadership?

As of June 2026, Family Legacy Financial Solutions's key employees include:

Chief Behavioral Officer: M. L.
Owner/Ceo/Advisor: L. C.
Senior Managing Partner, Investment Advisor Representative, Financial Advisor: T. I.
Hr & Operations Director: J. S.
Project Manager, Contractor: K. J.

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Family Legacy Financial Solutions Employee Directory

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