Legacy Private Client Services Employee Directory

Legacy Private Client Services corporate office is located in 1315 S Glenburnie Rd Ste D18, New Bern, North Carolina, 28562, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Operations

Legacy Private Client Services CEO

Todd PurichManaging Director

Phone

See Profile

Key Employees of Legacy Private Client Services

KB
Kathleen Baile...
Chief Operating Officer & Administrator & Manager
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Legacy Private Client Services Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Legacy Private Client Services

Hundreds of professionals searching for Legacy Private Client Services have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MW
Mary Wolkomir
Email Direct
Philanthropic Liaison
United States , North Carolina , New Bern

TP
Todd Purich
Email Direct
Managing Director
United States , North Carolina , New Bern

SB
Sydney Blair
Email Direct
Executive Assistant
United States , North Carolina , New Bern

KB
Kathleen Bailey
Email Direct
Chief Operating Officer & Administrator & Manager
United States , North Carolina , New Bern

LW
Lori Williamson
Email Direct
Client Services Coordinator
United States , North Carolina , New Bern

AB
Alexander Brese
Email Direct
Financial Associate & Advisor
United States , North Carolina , New Bern

AP
Adam Persky
Email Direct
Financial Advisor
United States , North Carolina , New Bern

KR
Kirstie Rojas
Email Direct
Agent Staff
United States , North Carolina , New Bern

Former Employees at Legacy Private Client Services

Explore people who held key positions, contributed to Legacy Private Client Services's success, and advanced their careers.

Nathan Forshey

Firm Administrator at Raleigh Divorce Law Fi...

Worked as Case Manager

at Legacy Private Client Services (2011-2017)

Direct

Cynthia Beardslee

District Southeast Bus... at North Carolina Coopera...

Worked as Executive Assistant

at Legacy Private Client Services (2022-2022)

Direct

Heather Riddle

Substitute Teacher at ESS

Worked as Executive Administrative Assistant

at Legacy Private Client Services (2020-2021)

Direct

Mask Content

Financial Advisor at Eagle Strategies

Worked as Financial Advisor

at Legacy Private Client Services

Direct

Mask Content

Commercial Advisor at DuPont Community Credi...

Worked as Financial Associate & Advisor

at Legacy Private Client Services (2017-2020)

Direct

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Frequently Asked Questions Regarding Legacy Private Client Services Employees

How many employees does Legacy Private Client Services have?

Legacy Private Client Services has 1-10 employees

Who is the CEO of Legacy Private Client Services?

Legacy Private Client Services’s CEO is Todd Purich

Who are Legacy Private Client Services key employees?

Some of Legacy Private Client Services key employees are Kathleen Bailey

Where is Legacy Private Client Services located?

Legacy Private Client Services’s headquarters are located at 1315 S Glenburnie Rd Ste D18, New Bern, North Carolina, 28562, United States

How do I contact Legacy Private Client Services?

Legacy Private Client Services Contact Info: Phone number: (252) 514-2568 Website: www.legacypcs.net

What does Legacy Private Client Services do?

Legacy Private Client Services, LLC specializes in providing holistic financial planning and advisory services to high-net-worth individuals and families. The firm aims to help clients optimize their wealth potential and leave a meaningful legacy through comprehensive strategies that address their unique financial needs. With over thirty years of e... Read More

Is Legacy Private Client Services a public company?

Legacy Private Client Services is private company therefore does not currently have an official ticker symbol

See more information about Legacy Private Client Services Employees