Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Spence Hope | M | - |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 13 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael Berman | M | 66 |
Merrill Lynch & Co., Inc.
| 5 years |
| Terrence James Loughran | M | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Heather Joan Sonn | F | 52 |
Merrill Lynch & Co., Inc.
| - |
| William J. Sanford | M | - |
Merrill Lynch & Co., Inc.
| 1 years |
| Karin Kelley | F | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Kim Escue | F | - |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | 10 years |
| Mike Collett | M | - |
Merrill Lynch & Co., Inc.
| 4 years |
| David William Karp | M | - |
Merrill Lynch & Co., Inc.
| 14 years |
| Frank Kelly | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Michael Storms | M | - |
Merrill Lynch & Co., Inc.
| - |
| Todd Alan Bessey | M | - |
Merrill Lynch & Co., Inc.
| 7 years |
| Matt West | M | 55 |
Merrill Lynch & Co., Inc.
| 4 years |
| Mark Hickson | M | 57 |
Merrill Lynch & Co., Inc.
| 15 years |
| Adam Thomas Eagleston | M | - |
First Mercantile Trust Co.
 First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | 8 years |
| Abdiel A. Santiago M. | M | 43 |
Merrill Lynch & Co., Inc.
| 1 years |
| S.J. Guzzo | M | - |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | 5 years |
| Bryan Giraudo | M | 49 |
Merrill Lynch & Co., Inc.
| 12 years |
| Fabián Alejandro de Paul | M | 60 |
Merrill Lynch & Co., Inc.
| 2 years |
| Joseph Gatto | M | 53 |
Merrill Lynch & Co., Inc.
| 12 years |
| Jon Savas | M | - |
Merrill Lynch & Co., Inc.
| 5 years |
| Grant Livingston | M | - |
First Mercantile Trust Co.
First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | - |
| Noah Christopher Roy | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Leo Carpio | M | - |
Merrill Lynch & Co., Inc.
| 1 years |
| Destin M. Tompkins | M | - |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | 10 years |
| Scott Graves | M | 53 |
Merrill Lynch & Co., Inc.
| 1 years |
| David Pickering | M | - |
Merrill Lynch & Co., Inc.
| 6 years |
| Nick Lobaccaro | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Michael E. Faerm | M | 57 |
Merrill Lynch & Co., Inc.
| 4 years |
| Michael Goller | M | 49 |
Merrill Lynch & Co., Inc.
| 2 years |
| Rick Scott | M | - |
Merrill Lynch & Co., Inc.
| 8 years |
| Shelly Williams | F | - |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | - |
| Jennifer O'Hara Martin | F | - |
Merrill Lynch & Co., Inc.
| 3 years |
| Michael Lou | M | 49 |
Merrill Lynch & Co., Inc.
| 2 years |
| Douglas Hajjar | M | - |
First Mercantile Trust Co.
First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | - |
| Gary Cohen | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Echo Robinson | F | - |
First Mercantile Trust Co.
First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | - |
| Janet Johnston | F | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Wendy Lai | F | - |
Merrill Lynch & Co., Inc.
| 7 years |
| Elizabeth M. Aldinger | F | - |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | - |
| William Frederick Hiatt | M | - |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | 9 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 41 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Hitching
- Personal Network
