Legacy Financial Advisors, LLC is a wealth management firm and independent registered investment advisor, dedicated to comprehensively helping clients meet their goals and objectives, confidently – with less risk and in less time.
The Legacy process is supported by our partnership with our clearing firm, Charles Schwab Institutional – providing our clients access to the complete spectrum of securities, alternative investments, risk management tools, and cutting edge/ modern portfolio management systems. Exceeding expectations is our guiding principal.
We welcome your questions, are committed to a transparent client relationship, will avoid investment jargon, and pledge to minimize conflicts.
Wesley Joiner
Principal
Wesley Joiner is an independent Wealth Advisor. He received a bachelor’s degree in Banking and Finance from the University of Georgia’s Terry College of Business and currently holds his Uniform Securities Agent (S66) and Georgia Insurance License.
Prior to joining Legacy Financial Advisors, Wesley worked in Winston-Salem, NC, as a Commercial Credit Officer at BB&T and developed a computer model to risk grade credit clients.
During his tenure at Legacy, Wesley created a trademarked Social Security Strategy tool, iMaximize Social Security.
Wesley currently serves as President of Stanton Hospitality, a Real Estate development company, specializing providing new life to historic properties in Coastal GA.
Andrew Holland
Investment Advisor
Andrew Holland is an Independent Wealth Advisor. He received a Bachelor’s of Finance from Auburn University and is a registered Investment Advisor Representative in the State of Georgia. Andrew takes a comprehensive approach to wealth management, encompass tax planning, insurance needs, business consulting, and cash flow management, to help clients achieve their financial goals and build a solid foundation for the future.
Prior to joining Legacy Financial Advisors, Andrew previously worked as a Bank Examiner with the US Treasury Department’s Office of the Comptroller of the Currency, as the Chief Risk Officer for West Alabama Bank, and most recently as a Vice President of Commercial Lending with Southeastern Bank. He has spent his career developing long lasting relationships with individuals, businesses, and non-profits, striving to find creative ways to meet clients’ needs.
Andrew enjoys, giving back to the community through his service as the President of the Saint Simons Island Rotary Scholarship Fund, a Board Member of the Coastal Symphony of Georgia, and a Deacon at Saint Simons Presbyterian Church.
William (Bob) Joiner
Investment Advisor
Bob Joiner is an independent Wealth Advisor dedicated to helping clients prepare for and transition to retirement confidently.
Practicing since 1992, Bob has helped thousands implement solutions to insure their “golden years” are truly golden. Bob utilizes an individualized and comprehensive planning-based approach in helping clients develop strategies to manage their personal and business finances – free of proprietary constraints. He is particularly concerned with the retirement planning challenges facing baby boomers and their aging parents. For investors who wish to combine their investment goals with their moral convictions, he is committed to helping clients with screening investment decisions. A seasoned professional, Bob offers unique expertise in numerous areas.
Bob worked for 14 years as a Senior Financial Advisor with AIG Valic, served 3 years as Vice President with the Merrill Lynch Global Private Client Group, and established Legacy Financial Advisors LLC in 2009.
Contact Us:
1164 East Peachtree St 1/2
St. Simons Island, GA 31522
BY APPOINTMENT ONLY
Phone
(912) 634-8338
Fax
(912) 638-3472
Email
info@legacyfallc.com