![Lindsey B. Mazzola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Mazzola joined Legacy Wealth Management in 2004.
She received her BBA in Finance from the University of Memphis and her MBA in Finance from Christian Brothers University.
She received her CFP certification in 2007.
| Sociétés | Poste | Fin |
|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth'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. | Membre du Comité d'Investissement | 31/08/2010 |
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Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth'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 |
Christian Brothers University
 Christian Brothers University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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