Legacy Planning Partners Employee Directory

Legacy Planning Partners corporate office is located in 228 W Gay St, West Chester, Pennsylvania, 19380, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Marketing

Sales

Key Employees of Legacy Planning Partners

NH
Natalie Hodak
Division President, Legacy Planning, A of HUB Nort...
PhoneEmail
SH
Sharon Hill
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Legacy Planning Partners Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from Legacy Planning Partners

Hundreds of professionals searching for Legacy Planning Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BW
Brigheta Webster
Email Direct
Office Administrator
United States , Pennsylvania , West Chester

JJ
Johanna Jones
Email Direct
Executive Administrative Assistant
United States , Pennsylvania , West Chester

CN
Cori Neith
Email Direct
Division Manager
United States , Pennsylvania , West Chester

ES
Emily Sutryk
Email Direct
Administrative Assistant
United States , Pennsylvania , West Chester

JG
Jan Graybill
Email Direct
Financial Advisor
United States , Pennsylvania , West Chester

KC
Kaitlyn Connors
Email Direct
Manager, Operations
United States , Pennsylvania , West Chester

MW
Michele Wrabley
Email Direct
Client Relationship Manager
United States , Pennsylvania , West Chester

JM
John McClendon
Email Direct
Owner
United States , Pennsylvania , West Chester

SH
Sharon Hill
Email Direct
President
United States , Pennsylvania , West Chester

RW
Robert Wermuth
Email Direct
Senior Partner
United States , Pennsylvania , West Chester

CD
Caitlin DePrinzio
Email Direct
Administrative Assistant
United States , Pennsylvania , West Chester

EP
Ethan Pensak
Email Direct
Vice President, Wealth Management
United States , Pennsylvania , West Chester

CL
Collin Loesch
Email Direct
Financial Services Associate
United States , Pennsylvania , West Chester

KB
Kelli Beckstrom
Email Direct
Brand Manager
United States , Pennsylvania , West Chester

JF
Joseph Freemont
Email Direct
Associate Advisor
United States , Pennsylvania , West Chester

JH
Jennifer Hodson
Email Direct
Senior Advisor & Associate Partner
United States , Pennsylvania , West Chester

AP
Akeem Prosser
Email Direct
Partner, Financial Advisor
United States , Pennsylvania , West Chester

JF
Johnny Ferguson
Email Direct
Retirement Plans Relationship Manager
United States , Pennsylvania , West Chester

WM
Will Mascio
Email Direct
Financial Advisor
United States , Pennsylvania , West Chester

JP
John Pellosie
Email Direct
Advisor
United States , Pennsylvania , West Chester

CB
Cecelia Barron
Email Direct
Financial Planning Intern
United States , Pennsylvania , West Chester

MG
Melissa Gerhardt
Email Direct
Vice President, Wealth Management
United States , Pennsylvania , West Chester

CL
Courtney Long
Email Direct
Manager, Client Services
United States , Pennsylvania , West Chester

LM
Lauren Marchese
Email Direct
Director, Wealth Management Strategy
United States , Pennsylvania , West Chester

DO
Denise Oxford
Email Direct
To Financial Advisor Assistant
United States , Pennsylvania , West Chester

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Former Employees at Legacy Planning Partners

Explore people who held key positions, contributed to Legacy Planning Partners's success, and advanced their careers.

Margaret Hoyt

Founding Partner at Hoyt & Bryan

Worked as Author and Publisher

at Legacy Planning Partners

Direct

James McEvoy

Contract & Pricing Sup... at Takeda

Worked as Financial Planning Intern

at Legacy Planning Partners (2021-2023)

Direct

Constance King

Director, Operations at Limestone Pension Asso...

Worked as Client Retirement Plan Services Relationship M...

at Legacy Planning Partners (2020-2025)

Direct

Mask Content

Administration Support... at Envestnet

Worked as Interning At Legacy Planning Partners

at Legacy Planning Partners (2020-2021)

Direct

Mask Content

Manager, Valuation Ser... at CFGI

Worked as Retirement Plan Services Associate

at Legacy Planning Partners (2019-2019)

Direct

Mask Content

Brand Manager, Communi... at 84.51°

Worked as Marketing & Events Coordinator

at Legacy Planning Partners (2012-2017)

Direct

Explore More

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Frequently Asked Questions Regarding Legacy Planning Partners Employees

How many employees does Legacy Planning Partners have?

Legacy Planning Partners has 11-50 employees

Who are Legacy Planning Partners key employees?

Some of Legacy Planning Partners key employees are Natalie Hodak, Sharon Hill

Where is Legacy Planning Partners located?

Legacy Planning Partners’s headquarters are located at 228 W Gay St, West Chester, Pennsylvania, 19380, United States

How do I contact Legacy Planning Partners?

Legacy Planning Partners Contact Info: Phone number: (855) 378-1415 Website: www.legacy-online.com

What does Legacy Planning Partners do?

Legacy Planning Partners, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. The company hold all personal information provided to the company's firm in the strictest confidence. These records include all personal information that the company collect from you in connection with any of t... Read More

Is Legacy Planning Partners a public company?

Legacy Planning Partners is private company therefore does not currently have an official ticker symbol

See more information about Legacy Planning Partners Employees