Todd has been in the financial services industry for more than 20 years. He began his career as a banker working for Chase Bank. This gave him the opportunity to work one-on-one with his clients, helping them to develop specific strategies for accumulating their wealth. Later he moved into Chase Investment Services as a registered representative selling annuities and mutual funds.
In banking he discovered clients required risk management strategies as part of their financial program. With this in mind, he worked for Mutual of Omaha Insurance Company where he spent the next five years gaining knowledge and perspective in the insurance industry.
Todd believes that there must be a definable separation between strategy and the products.
Todd began Legacy Wealth Alliance in 2000, where he could focus on first developing a sound financial strategy for his clients. A program designed around clearly understanding where you are financially today and quantifying at what points in time and the amount of capital that will be needed to help all his clients financial goals become reality. Only after his clients have a firm understanding of these strategies can he secure the optimal products and or service to help his client’s achieve their goals.
As a registered representative of Lincoln Financial Securities*, an independent broker-dealer and registered investment advisor, Todd Martin delivers innovative investment solutions through a multi-product platform that offers clients the advantages that come from working with a large firm while maintaining the benefit and independence of a boutique. Todd works closely with clients and is responsible for the overall integrated investment process.
Bachelor of Arts Management and Administration with a minor in Finance — Arizona State University
FINRA Examinations: Series 7, 63 and 66
Insurance Licenses: Life, Variable Products and Health
*Securities and advisory services offered by Todd Martin through Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and Legacy Wealth Alliance are not affiliated.
Pattie has more than 27 years of experience in the financial services marketplace. She joined Legacy Wealth Alliance after 11 years with Sagemark Consulting / Lincoln Financial Advisors in Cleveland, Ohio. Her primary role is managing the operations at Legacy Wealth Alliance. In addition to overseeing the operations of the business, Pattie is solely responsible for managing the internal work flow, caring for our clients, and maintaining vendor relationships.
Pattie has successfully completed the FINRA sponsored Series 7 General Securities Representative examination and holds a Life & Annuities & Health license. Pattie has also earned the designation of a Registered Paraplanner and is a Notary Public. Pattie is an Administrative Representative for Todd Martin, who is a Registered Representative through Lincoln Financial Securities. Pattie is not registered to sell securities.
Pattie has three children. When she's not spending time with family and friends, she enjoys walking, swimming, reading and going to Broadway musicals and movies. Six years ago, Pattie established a personal goal of walking 1,000 miles each year and has been successful at achieving her goal each year.
Investments and advisory services offered through registered representatives of Lincoln Financial Securities, Member FINRA/SIPC. Investments offered to residents of AZ, CA, CO, CT, GA, HI, IA, ID, IL, MA, MI, NY, OR, RI, TX, UT & WA. Advisory services offered to residents of AZ & TX. Branch Office: 8950 South 52nd Street, Ste. 204, Tempe, Arizona 85284. Lincoln Financial Securities and Legacy Wealth Alliance are not affiliated. 2014.1120.C04.FG.L
Neither Legacy Wealth Alliance nor Lincoln Financial Securities offers tax or legal advice.