Legacy Wealth Partners
Doug Gallagher has extensive experience in the financial services industry, currently serving as Vice President at Legacy Wealth Partners since January 2020, where a holistic approach to financial well-being is emphasized, focusing on asset allocation, tax leveraging, and lifetime income planning. Prior to this role, Doug held the position of Vice President of Growth at XXI Financial, building a similar model centered on financial wellness strategies. Doug's career also includes key roles such as Financial Adviser at XXI Financial, Financial Representative at Northwestern Mutual, and Region Sales Manager at Wilmington Finance, along with managerial responsibilities at Citi. Additionally, Doug served as a former Board Member for AdventHealth, showcasing a commitment to community involvement.
Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing