Lindsey B. Mazzola
Profile
Ms. Mazzola joined Legacy Wealth Management in 2004.
She received her BBA in Finance from the University of Memphis and her MBA in Finance from Christian Brothers University.
She received her CFP certification in 2007.
Former positions of Lindsey B. Mazzola
Companies | Position | End |
---|---|---|
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. | Investment Committee Member | 2010-08-30 |
Training of Lindsey B. Mazzola
University of Memphis | Undergraduate Degree |
Christian Brothers University | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 1 |
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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. | Finance |
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