Joseph J.D. - Email & Phone Number

Sr. Financial Planner at Legacy Wealth Management, Inc. (Memphis, Tn)

Joseph J.D. is based out of Memphis Metropolitan Area and works at Legacy Wealth Management, Inc. (Memphis, Tn) as Sr. Financial Planner.

Joseph J.D.'s Contact Information

Joseph J.D.'s Work email

j*****@legacy***.com

Valid

Latest update

January 23, 2024

Location

Memphis Metropolitan Area

Joseph's current employer

Legacy Wealth Management, Inc. (Memphis, Tn)

Description

Whether you want to retire comfortably or fund your grandchild’s college education, you’ve got important financial goals. Legacy Wealth M...

Website

legacywealth.com

HQ Location

Memphis, TN, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Legacy Wealth Management, Inc. (Memphis, Tn)

Frequent questions about Joseph J.D.

What company is Joseph J.D. working for?

Joseph J.D. works for Legacy Wealth Management, Inc. (Memphis, Tn).

What is Joseph J.D.'s function at Legacy Wealth Management, Inc. (Memphis, Tn)?

Joseph J.D. is Sr. Financial Planner at Legacy Wealth Management, Inc. (Memphis, Tn).

Where is Joseph J.D. based?

Joseph J.D. is based out of Memphis Metropolitan Area.

What is Joseph J.D.'s work email address?

Joseph J.D.'s professional email address is j*****@legacy***.com

Who are Joseph J.D.'s co-workers?

Joseph J.D.'s colleagues are Charles Jalenak, Jim Isaacs, Duncan Miller, Cathy Simmons, Rebecca Rawlinson, Hallie Peyton, Lindsey Mazzola, Bill Overcast, Rob Sievers, Nicholas Sowell, Brienne Jackson, Brittany Paul, Justin Carter, Nathan Powell, Lawrence Epperly, Alan Vosburg, William Gates.

Joseph's co-workers

Charles Jalenak

Director & Chairman of Investment Committee

Jim Isaacs

Chairman

Duncan Miller

President and Chief Executive Officer

Cathy Simmons

CCO

Rebecca Rawlinson

Director of Financial Planning

Hallie Peyton

Director Of Client Services

Lindsey Mazzola

Director of Client Operations

Bill Overcast

Director of Financial Planning

Rob Sievers

Director of Client Service

Nicholas Sowell

Director Of Financial Planning

Brienne Jackson

CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning

Brittany Paul

Operations Specialist

Justin Carter

Senior Financial Planner

Nathan Powell

Sr. Financial Planner

Senior Financial Planner

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