Hello Legacy Wealth Alliance Family.
It is hard to believe 2022 is roaring towards September and the upcoming Labor Day holiday weekend. As all of you are aware, it has been an intriguing ride for both the economy and the markets during the year with the markets basically remaining flat, fears of inflation and recession, and the uncomfortable feeling of uncertainty. Through all of this time period, the Legacy Wealth Alliance model has been to stay the course, and if possible, to invest into the markets and take advantage of low-priced securities. The mantra of investing and the markets has always remained “Buy Low and Sell High.” We still believe this to be the course for those that have the capacity during these rough times we are experiencing nationally.
As with most industries since the onset of the Covid pandemic, it has been an ever-ending battle to source and hire talented qualified professionals and Legacy Wealth Alliance has experienced the same challenge. We are still seeking to hire staff to build the next phase of growth and continue to provide the Quality Service all of you have come to know. With that stated, we are defining the hierarchy for Legacy Wealth, and who to contact when you have needs and questions to address. This list is small compared to the multitude of items that pass our desks each day, but our goal is to serve you promoting our motto – Wealth, Wisdom, and Well-Being.
Pattie Gradl – has returned to the family and is responsible for all customer service-related issues. Examples of her duties include the following.
1: Customer Service requests.
2: Account Servicing requests.
3: Operational Document processing.
4: Maintenance and Money Movement requests.
5: Account Opening requests.
6: 401k Maintenance and Enrollments
7: Scheduling and Client Outreach.
Kevin J. Wilkison – In addition to supporting the operational agenda listed for Pattie, he is also responsible for the following.
1: Customer Issues and Resolution.
2: Platform Trading in accounts.
3: Assist with Financial Planning.
4: Hire and Onboard staff.
5: Managing the Operational Team.
6: Branch Compliance
Todd Martin – our President and founding visionary is responsible for the following.
1: Financial Planning and Advice.
2: Sales and Marketing.
3: Deepening Client Relationships.
If anyone in our family knows of talented individuals who can help grow our team, please reach out and provide the connection. We would welcome the opportunity to meet.
As always, “Thank You” for the continued trust and confidence and being a loyal Legacy Wealth Alliance Family member and stay safe during the upcoming Labor Day Holiday.
Pursuing Wealth, Wisdom, & Well Being Together,
Todd Martin
8950 S. 52nd Street, Ste. 204
Tempe, Arizona 85284
480.212.7000 (Office)
480.212.7002 (Fax)
Todd@legacywealthalliance.com
www.legacywealthalliance.com
Securities and investments and advisory services are offered through Royal Alliance Associates, Inc, (RAA) member FINRA/SIPC. RAA is separately owned and other entities and or marketing names, products or services referenced here are independent of RAA.
Kevin J. Wilkison
8950 S. 52nd Street, Ste. 204
Tempe, Arizona 85284
480.212.7000 (Office)
480.212.7002 (Fax)
Kevin@legacywealthalliance.com
Please do not send any trading or transaction instructions through this email as they will not be executed. If you need to place a trade, please contact our office directly. Kevin Wilkison is an administrative assistant to Todd Martin who offers securities and investment advisory services through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Legacy Wealth Alliance is located at 8950 South 52nd Street, Ste 204 Tempe, AZ 85284.
