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William Gates - Email & Phone Number

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

William Gates is based out of Memphis, Tennessee, United States and works at Legacy Wealth Management, Inc. (Memphis, Tn) as Senior Financial Planner.

William Gates's Contact Information

William Gates's Work email
w*****@legacy***.com
Valid
Latest update
September 19, 2025
Location
Memphis, Tennessee, United States

William's current employer

Legacy Wealth Management, Inc. (Memphis, Tn) logo

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...
HQ Location
Memphis, TN, United States
Number of employees
11-50
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about William Gates

What company is William Gates working for?
William Gates works for Legacy Wealth Management, Inc. (Memphis, Tn).
What is William Gates's function at Legacy Wealth Management, Inc. (Memphis, Tn)?
William Gates is Senior Financial Planner at Legacy Wealth Management, Inc. (Memphis, Tn).
Where is William Gates based?
William Gates is based out of Memphis, Tennessee, United States.
What is William Gates's work email address?
William Gates's professional email address is w*****@legacy***.com
Who are William Gates's co-workers?
William Gates'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, Joseph J.D., Lawrence Epperly, Alan Vosburg.
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William's co-workers

Charles Jalenak avatar
Charles Jalenak
Director & Chairman of Investment Committee
Jim Isaacs avatar
Jim Isaacs
Chairman
Duncan Miller avatar
Duncan Miller
President and Chief Executive Officer
Cathy Simmons avatar
Cathy Simmons
CCO
Rebecca Rawlinson avatar
Rebecca Rawlinson
Director of Financial Planning
Hallie Peyton avatar
Hallie Peyton
Director Of Client Services
Lindsey Mazzola avatar
Lindsey Mazzola
Director of Client Operations
Bill Overcast avatar
Bill Overcast
Director of Financial Planning
Rob Sievers avatar
Rob Sievers
Director of Client Service
Nicholas Sowell avatar
Nicholas Sowell
Director Of Financial Planning
Brienne Jackson avatar
Brienne Jackson
CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning
Brittany Paul avatar
Brittany Paul
Operations Specialist
Justin Carter avatar
Justin Carter
Senior Financial Planner
Nathan Powell avatar
Nathan Powell
Sr. Financial Planner
Joseph J.D. avatar
Joseph J.D.
Sr. Financial Planner
Lawrence Epperly avatar
Lawrence Epperly
Portfolio Manager
Alan Vosburg avatar
Alan Vosburg
IT Manager
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