Broker Check
 

Team

Our professional staff consists of a team financial advisors, each holding the CERTIFIED FINANCIAL PLANNER certification. An excellent support team, all of whom are committed to providing excellent service and advice to our clients, backs our professional staff.

 

Brad Levin, CFP®, AIF®, CDFA™

CEO & Founder

As a Financial Advisor with nearly 25 years of professional experience in the financial services industry, Brad Levin, is focused on making a profoundly positive impact on the lives of his clients. He has a real passion for his work...

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David Tracy, CFP®

COO & Wealth Advisor

David has been in the financial industry and working with the advisors of Legacy Wealth Partners for over a decade. He started his career working in operations, dealing with various issues pertaining to client service and assisting...

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Michael Alcala

Operations Specialist

Michael Alcala began his career in the financial markets in 1983, in the Operations Department for Lehman Brothers, Kuhn and Loeb. As a Wire Operator, he processed client transfers and handled all client transactions. In 1990, he...

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Helen Galeano

Office Manager

Helen Galeano has worked both in the medical and customer service fields. She possesses a strong background in client relations and service. Her previous experience included running and maintaining a practice for six doctors, which...

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Kailee Hicks

Client Service Associate

Kailee Hicks is an administrative assistant with Legacy Wealth Partners. As part of the administrative staff, her primary responsibilities involve assisting the advisors in coordinating appointment times, running reports, gathering...

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