Legacy Wealth Management Group
Our Team
Jake Dawson
Senior Partner, Investment Advisor
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: jake@legacywealthadvisor.org
Josh Stamm
Senior Partner, Investment Advisor
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: jstamm@legacywealthadvisor.org
Branden Bosch
Partner, Investment Advisor
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: bbosch@legacywealthadvisor.org
Renee St. Clair
Client Relationship Mananger
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: rstclair@legacywealthadvisor.org
Dawn Stamm
Operations Associate
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: dstamm@legacywealthadvisor.org
Tanner Odle
Chief Operating Officer
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: todle@legacywealthadvisor.org
Mark Boccarossa
Operations Associate
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: mboccarossa@legacywealthadvisor.org
Laura Dawson
CRM Assistant
Fax Number: 434-266-2001
Phone: 434-266-1214
Email: ldawson@legacywealthadvisor.org
Thomas Dozier
Creative Director / Operations Associate
Fax Number: 434-485-5499
Phone: 434-266-1214
Email: tdozier@legacywealthadvisor.org