What departments does Legacy Wealth Partners have?

Legacy Wealth Partners has employees across 6 departments including Entrepreneurship, Operations, Administrative, Banking, Customer Success.

What is the largest department at Legacy Wealth Partners?

The largest department at Legacy Wealth Partners is Banking with 3 employees.

Where are Legacy Wealth Partners employees located globally?

Legacy Wealth Partners has employees across 2 continents and 3 countries including South Africa, United States Of America, Mexico.

How has Legacy Wealth Partners's team size changed over time?

Legacy Wealth Partners's team has decreased from approximately 68 to 64 employees based on available data.

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Legacy Wealth Partners Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Legacy Wealth Partners is a financial services firm based in Tampa, Florida. It provides guidance and expertise to support prudent, long-term financial decisions and to help protect clients' future needs. The company emphasizes helping clients coordinate and centralize their financial affairs, simplify complex finances, and base decisions on current information and solid recommendations.

It serves thousands of clients across Central Florida and nationwide, supporting families, individuals, professionals, and business owners. Through protection and financial products, as well as personal and business solutions, the firm helps clients understand their unique circumstances. Based in Tampa, it is a mid-sized firm that combines local presence with nationwide reach.

Legacy Wealth Partners Global Highlights

North America
80

United States Of America
79
Mexico
1

Africa
1

South Africa
1

Legacy Wealth Partners's Leadership

M. J. L.
President & Ceo
Mobile Phone
Email
H. L.
Founder
Mobile Phone
Email
A. C.
Managing Partner
Mobile Phone
Email
S. W.
Director
Mobile Phone
Email
N. H.
Client Services & Operations Manager
Mobile Phone
Email
H. G.
Office Manager
Mobile Phone
Email
C. C. C. C. C. C.
Wealth Management Advisor
Mobile Phone
Email
C. S.
Insurance Broker
Mobile Phone
Email

Legacy Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Finance
Support
Other

Contact profiles from Legacy Wealth Partners

Name

Title

Contact Info

Location

Last Update

T. C.
Wealth Management Advisor
Mobile Phone
Email
Oct 16, 2024
T. T.
Financial Services Representative
Mobile Phone
Email
Oct 08, 2023

Frequently Asked Questions

What is Legacy Wealth Partners known for?

Legacy Wealth Partners operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-813-286-****

. Explore Legacy Wealth Partners's company overview page for more information.

What is Legacy Wealth Partners's most common email format?

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

How many employees does Legacy Wealth Partners have currently?

Legacy Wealth Partners has approximately 56 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Legacy Wealth Partners's key employees and leadership?

As of July 2026, Legacy Wealth Partners's key employees include:

President & Ceo: M. J. L.
Founder: H. L.
Managing Partner: A. C.
Director: S. W.
Client Services & Operations Manager: N. H.

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Legacy Wealth Partners Employee Directory

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