Family Legacy, Inc.

Jennifer Chandler is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with seven years of industry experience. She worked at Orianna Health Systems for five years before joining Family Legacy, where she has been since 2016. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks, bonds, REITs, mutual funds, and ETFs, tailoring portfolios to clients’ risk tolerance and utilizing tax-aware strategies in taxable accounts.

Alyssa Book is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Cherry Bekaert and the Walt Disney Company. She has also been involved with Family Legacy Business Services Inc. for several years. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Kristen Squires is a financial advisor at Family Legacy, Inc. in Greenville, SC, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Community Association Management Services and Southern Community Services. Family Legacy, Inc. provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach emphasizing high-quality, income-oriented large-cap stocks along with bonds, REITs, mutual funds, and ETFs, tailoring portfolios to clients’ risk tolerance.

William Brown is a financial advisor at Family Legacy, Inc. in Greenville, SC, with 22 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Family Legacy since 1995. Brown serves as trustee for multiple private foundations and trusts, and as personal representative for an estate. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment strategy focused on high-quality, income-oriented large-cap stocks, bonds, REITs, mutual funds, and ETFs, with portfolio construction tailored to client risk tolerance.

Justin Phillips is a Series 65 licensed financial advisor with Family Legacy, Inc. in Greenville, SC, where he has worked since 2022. He has four years of industry experience and previously held roles at Family Legacy Business Services, Inc., Stokes & Company CPAs, and Bradshaw, Gordon & Clinkscales. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks, complemented by bonds, REITs, mutual funds, and ETFs, with tax-aware strategies applied in separately managed taxable accounts.

Christopher Brown is a CFP®, PFS™, and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Family Legacy, Inc. and William W. Brown, CPA, PA since 1995. Outside of his advisory role, he is a member of Legacy Insurance, LLC, a non-investment consulting business, and he receives trustee fees when acting as a trustee for some clients. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.