Who We Are
Our Team
Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
Mitchell Altro
First Vice President / Wealth Management, Financial Advisor
Milton J. Fisher, CLTC
Account Executive
Sandy Lashmit
Senior Registered Private Client Associate
Sarah Marlow
Senior Registered Private Client Associate
Awards
2024 Forbes Best-in-State Wealth Advisor
We are proud to share that Jeffrey Schnee has been named a Best-in-State Wealth Advisor by Forbes.
Forbes 2023 Best in State Wealth Management Team
Legacy Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Forbes 2023 Best in State Wealth Advisor
Jeffrey Schnee has been named a Forbes Best in State Wealth Advisors.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
