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Legacy Capital Advisors
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Katey’s approach to daily operations makes for a friendly, seamless client experience. Katey handles all aspects of account administration, compliance, formal correspondence, and is often the ‘first voice’ on the phone.
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Managing Partners
Kevin Kelly, Jay L Geaslen, Scott A. King, Chris Kirkland
Katey Brisard
Operations Manager
Tom Doran
Tax Specialist
Arron Brisard
Wealth Manager
Mark Bloom
+ 2 more
Nancy Saucedo
Operations Associate
Jon Miller
7 members
October, 2021 - present
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