Profil
Ms. Peyton joined Legacy Wealth Management in 1999 from National Commerce Bank Services, where she served as First Vice President for five years.
Prior to her role at NCBS, she spent six years managing retail branches for the National Bank of Commerce.
She is a member of the Memphis Rotary Club, an active alumna of St. Mary’s Episcopal School and a member of the Endowment Committee of Grace St. Luke’s Episcopal Church.
Ms. Peyton received her B.A. from Centre College of Kentucky.
She received her CFP practitioner designation in 2003 and is a member of the Financial Planning Association.
Anciens postes connus de Hallie L. Peyton
| Sociétés | Poste | Fin |
|---|---|---|
National Bank of Commerce (Lake Charles, Louisiana)
National Bank of Commerce (Lake Charles, Louisiana) Regional BanksFinance State commercial bank | Corporate Officer/Principal | 31/12/1998 |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Sales & Marketing | - |
Formation de Hallie L. Peyton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
National Bank of Commerce (Lake Charles, Louisiana)
National Bank of Commerce (Lake Charles, Louisiana) Regional BanksFinance State commercial bank | Finance |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Finance |
Centre College
Centre College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















