Broker Check
 

Team

Comprised of two CERTIFIED FINANCIAL PLANNER™ practitioners and an excellent support staff, the team at Legacy Wealth Partners presents a united front in the face of complex financial planning. Years of working side by side have cultivated a perfect cohesion of our individual talents and group strengths. We invite you to learn more about who we are and about the personal and professional skills we bring to the table.  

Boasting nearly 25 years of experience as a financial advisor, Brad Levin is passionate about providing a client experience that makes living with less stress a reality.

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David Tracy, CFP®

COO & Wealth Advisor

David Tracy serves as both the Chief Operations Officer and a Wealth Advisor at Legacy Wealth Partners. David been with the firm for over 10 years and initially worked in the operations department.

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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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