Tag: SHOOK Research
2024 Best-in-State Wealth Management Teams: Legacy Wealth Advisors has been named to the 2nd annual Forbes List
eNewsChannels NEWS: -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.