Broker Check

Team

 

John D. Davis, AAMS

Managing Partner | Financial Consultant

(859) 296-1200

(859) 296-1221

John D. Davis, AAMS, specializes in helping successful families across the country plan for and navigate their way to a more successful and stress-free financial future.

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Garrett became a CERTIFIED FINANCIAL PLANNER over two and half decades ago after graduation from the college of Financial Planning. Before entering the field of finance he attended graduate school at the University of Iowa and obtained...

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Although relatively new to the business, Garrison strives to gain experience from his senior colleagues. Before moving to Legacy Wealth Management he was at Russell Capital Management where he focused on Social Security advising....

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Marcia Boyd

Administrative Assistant

(859) 296-1200

(859) 296-1221

Marcia began her career in financial services in 1995 with a national firm. She comes to Legacy Wealth Management with extensive administrative experience. Her major role includes the oversight of day to day operations of the office...

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Suzanne Lusby

Client Services Coordinator

(859) 296-1200

(859) 296-1221

Suzanne began her career in mortgage services. However, she has spent most of her time owning and operating a successful retail gift shop. Her primary mission is to provide exceptional service to our clients. She really enjoys working...

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