Legacy Wealth Management Group, Inc.

Ronald Dawson is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Merrill Lynch and various insurance agencies, and he is co-owner of Legacy Auditorium, LLC, a non-investment business managing an event space. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, employing tailored investment strategies and providing accounts through a wrap fee program.

Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Legacy Wealth Management Group, he worked at Healey Company for eight years and was employed by Liberty University for four years. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, including specialized advice on 1031 exchanges and Delaware Statutory Trust reinvestment.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Legacy Wealth Management Group since 2022 and is a co-owner of Legacy Auditorium, LLC, a business that manages the rental of the firm’s auditorium. Bosch also serves as a general board member for the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, financial planning, and consulting services, including specialized advice on 1031 exchanges and Delaware Statutory Trust reinvestments.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Legacy Wealth Management Group in 2022, he worked at Merrill Lynch from 2008 to 2016. He is also a co-owner of Legacy Auditorium, LLC, which manages the rental of the firm’s auditorium, and is involved in insurance sales through Old Dominion Insurance Partners, a separate business he has been associated with since 2016. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, including specialized advice related to 1031 exchanges and Delaware Statutory Trust reinvestment.