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jschnee@janney.com
(561) 368-2223

At Legacy Wealth Advisors, we help our clients define financial goals, envision their financial well-being, and leave a lasting legacy.

Legacy Wealth Advisors, led by Jeff Schnee and Mitchell Altro, is an experienced group of financial professionals at Janney Montgomery Scott—one of the nation’s most prestigious investment firms.

We strive to be the highest standard of success in financial relationships. The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are and what we do.

About Us

At Legacy Wealth Advisors, we help our clients define financial goals, envision their financial well-being, and leave a lasting legacy.

Legacy Wealth Advisors, led by Jeff Schnee and Mitchell Altro, is an experienced group of financial professionals at Janney Montgomery Scott—one of the nation’s most prestigious investment firms.

We strive to be the highest standard of success in financial relationships. The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are and what we do.

Forbes Best-In-State Wealth Advisor

We're pleased to share that Jeffrey Schnee has been named to the 2022 Forbes list of Best-In-State Wealth Advisors. Jeff shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence they place in us each and every day.

Our Team

Jeffrey Schnee, AWMA®, CLTC

Executive Vice President / Wealth Management, Financial Advisor

Mitchell Altro

Financial Advisor

Milton J. Fisher, CLTC

Account Executive

Sandy Lashmit

Registered Private Client Associate

Katherine Neto, AWMA®

Private Client Associate

Office information

Toll-free:

(888) 955-2622

Phone:

(561) 368-2223

Fax:

(561) 241-3817

Email:

jschnee@janney.com

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