The Legacy Foundation Employee Directory

The Legacy Foundation corporate office is located in 15010 Shell Point Blvd, Fort Myers, Florida, 33908, United States and has 1-10 employees.

Key Employees of The Legacy Foundation

The Legacy Foundation Global Presence

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North America1-10

Index of contact profiles from The Legacy Foundation

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at The Legacy Foundation

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

  1. Community Advancement ... at Cypress Cove

    Worked as Foundation Officer

    at The Legacy Foundation (2016-2018)

    email Melody Desilets Email direct Melody Desilets Direct
  2. Family Office Manager at Shell Point Retirement...

    Worked as Family Office Manager

    at The Legacy Foundation (2023-2023)

    email Tiffany Roost Email direct Tiffany Roost Direct

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People from Similar Companies in the Finance Industry Located in Florida, United States

Frequently Asked Questions Regarding The Legacy Foundation Employees

How many employees does The Legacy Foundation have?
The Legacy Foundation has 1-10 employees
Who are The Legacy Foundation key employees?
Some of The Legacy Foundation key employees are Sally Brumfield, Jeffrey Cory
Where is The Legacy Foundation located?
The Legacy Foundation’s headquarters are located at 15010 Shell Point Blvd, Fort Myers, Florida, 33908, United States
How do I contact The Legacy Foundation?
The Legacy Foundation Contact Info: Phone number: (239) 466-8484 Website: www.legacyshellpoint.org
What does The Legacy Foundation do?

The Legacy Foundation at Shell Point is a specialized non-profit organization that provides financial and wealth planning concierge services exclusively for residents of Shell Point. They offer a range of services including estate planning, wealth transfer strategies, and essential financial services, all designed to help clients achieve their fina... ncial objectives. The foundation collaborates with clients' existing financial and legal advisors to ensure seamless legacy planning. Their mission is to support residents in managing their wealth and planning for the future through trusted experience and educational resources.Read More

Is The Legacy Foundation a public company?
The Legacy Foundation is private company therefore does not currently have an official ticker symbol
See more information about The Legacy Foundation Employees

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