Legacy Private Client Services
Financial Services
Cary, Nc, United States
7 employees
- Employees
- 7
- Contacts
- 1
- Emails
- 1
Legacy Private Client Services Overview
- Headquarters
- Cary, Nc, United States
- Website
- www.legacypcs.net
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1993
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Legacy Private Client Services
Our approach begins by helping clients attain clarity by exploring their core values through critical questions and active listening. Client objectives are carefully articulated in a document and then verified by the client for accuracy; this document then serves as the benchmark for planning considerations designed to address potential inefficiencies and opportunities.
Legacy Private Client Services Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Legacy Private Client Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ethan Oakley | Student Athlete - Unc-chapel Hill | Chapel Hill, North Carolina, United States |
View
|
| Lori Williamson | Executive and Licensed Service Assistant | Clayton, North Carolina, United States |
View
|
| Kathleen Bailey | Coo/admin Manager at Legacy Private | Clayton, North Carolina, United States |
Email
|
Employees by Management Level
Executive
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
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