Legacy Financial Advisors, LLC is a wealth management firm and independent registered investment advisor, dedicated to comprehensively helping clients meet their goals and objectives, confidently – with less risk and in less time.
The Legacy process is supported by our partnership our clearing firm, Charles Schwab Institutional – providing our clients access to the complete spectrum of securities, alternative investments, risk management tools, and cutting edge/ modern portfolio management systems. Exceeding expectations is our guiding principal.
We welcome your questions, are committed to a transparent client relationship, will avoid investment jargon and pledge to minimize conflicts.
Wesley Joiner
Principal, Legacy Financial Advisors
Wesley Joiner is an independent Wealth Advisor and Registered Principal providing securities through First Allied Securities, Inc. He received a bachelor’s degree in Banking and Finance from the University of Georgia’s Terry College of Business and currently holds his Uniform Securities Agent (S66) and Georgia Insurance License.
Prior to joining Legacy Financial Advisors, Wesley worked in Winston-Salem, NC as a Commercial Credit Officer at BB&T and worked to develop a computer model to risk grade credit clients.
During his tenure at Legacy, Wesley created a trademarked Social Security Strategy tool, iMaximize Social Security.
Wesley currently serves as President of Stanton Hospitality, a Real Estate development company, specializing providing new life to historic properties in Coastal GA. Wesley also serves as the CFO for Nibble Nation, a regional Little Caesars franchisee in west Georgia and North Florida.
William (Bob) Joiner
Investment Advisor Representative, Legacy Financial Advisors
Bob Joiner is an independent Wealth Advisor and Registered Principal providing securities through First Allied Securities, Inc. His practice does business as Legacy Financial Advisors, LLC. and is dedicated to helping clients prepare for and transition to retirement confidently.
Practicing since 1992, Bob has helped thousands implement solutions to insure their “golden years” are truly golden. As an independent advisor, Bob utilizes an individualized and comprehensive planning-based approach in helping clients develop strategies to manage their personal and business finances – free of proprietary constraints. He is particularly concerned with the retirement planning challenges facing baby boomers and their aging parents. For investors who wish to combine their investment goals with their moral convictions, he is committed to helping clients with screening investment decisions. A seasoned professional, Bob offers unique expertise in numerous areas.
Bob worked for 14 years as a Senior Financial Advisor with AIG Valic, served 3 years as Vice President with the Merrill Lynch Global Private Client Group, and established Legacy Financial Advisors LLC in 2009.
Contact Us:
2481 Demere Rd, Ste 100
St. Simons Island, GA 31522
Hours
Monday–Saturday
By Appointment Only
Phone
(912) 634-8338
Fax
(912) 638-3472
Email
info@legacyfallc.com