Legacy Advisors

Introducing our Employee Spotlight: Kelly Hansen, Operations Manager ? At Legacy Advisors, our people are at the heart of everything we do — and Kelly?exemplifies the values of hard work, integrity, and excellence every day. Her commitment to making a meaningful impact set a high standard for our team and the work we do for our clients and families. As we celebrate?Women’s History Month, we recognize how important it is to highlight and promote the voices and achievements of women like Kelly — women who are shaping the future of our industry and making a difference in the lives of others through their work. Thank you, Kelly, for your leadership and the impact you continue to make! ???? #EmployeeSpotlight #LegacyAdvisors #WomensHistoryMonth #WomenInFinance #TeamLegacy #FinancialPlanning #ClientSuccess #LegacyLife #LegacyCulture Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP Kelly Hansen Patrick Devlin Keegan Einspanier, CFP?, Joseph T. Fabrizio Jr. , CFP?, David Habich, CFP?, Kevin Piotrowicz, CFA, Ryan Rabinowitz

What makes a career at Legacy Advisors different? According to Mary Huntowski, Human Resources Coordinator, it’s all about collaboration and an entrepreneurial spirit. We tackle complex client needs by valuing every voice at the table. Decisions aren’t made in silos—they’re built through teamwork and shared expertise. And beyond collaboration, autonomy empowers our team to grow, take on challenges, and truly own their careers. As Mary puts it, the only person that holds you back is you. Looking for a place where you can thrive? Let’s talk. #LegacyAdvisors #Collaboration #EntrepreneurialSpirit #Leadership #CareerGrowth #LegacyAdvice #WealthAdvisory #WealthPlanning #Recruitment #FinancialAdvisor Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP Kelly Hansen Patrick Devlin Keegan Einspanier, CFP?, Joseph T. Fabrizio Jr. , CFP?, David Habich, CFP?, Kevin Piotrowicz, CFA, Ryan Rabinowitz

What a great event!!!!

The Path Forward: Key Market Trends and Insights for 2025 What an incredible evening! A heartfelt thank you to everyone who joined us at?Legacy Advisors on Tuesday?for this insightful event. We were thrilled to host?Women in Investing Network (WIN) of Philadelphia?and provide a platform for such engaging discussions. ??? Special thanks to our esteemed speakers?Ron Ahluwalia, CFA, FRM, CAIA, Investment Strategist/Portfolio Manager at Legacy Advisors, and?Dianne Pagano Manges, CFA, Director, Senior OCIO Investment Advisor at?Truist Foundations?& Endowments Specialty Practice, along with our moderator?Kelly Hansen, Operations Manager at?Legacy Advisors. Your perspectives enriched our discussions and deepened our understanding of the upcoming economic landscape. We look forward to hosting more events like this and hope to see you all again soon! #WIN #LegacyAdvice #WomensHistoryMonth #LegacyAdvisors #WINEvent2025 Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP Kelly Hansen Patrick Devlin Keegan Einspanier, CFP?, Joseph T. Fabrizio Jr. , CFP?, David Habich, CFP?, Kevin Piotrowicz, CFA, Ryan Rabinowitz

We're #hiring a new Executive/Personal Assistant in Plymouth Meeting, Pennsylvania. Apply today or share this post with your network.

We’re Hiring! ? Legacy Advisors is seeking a highly organized and proactive?Executive Assistant?to support one of our Partners. This role is perfect for someone who thrives in a fast-paced environment, loves managing calendars, coordinating travel, and handling both professional and personal tasks to keep everything running smoothly. If you have at least 5 years of executive assistant experience, excellent communication skills, and a passion for organization, we’d love to hear from you! This is a great opportunity to work closely with leadership, support our Client Team, and contribute to a growing firm that values integrity, excellence, and putting clients first. ?? Apply here: https://lnkd.in/eWgTApMW Know someone who’d be a perfect fit? Tag them or share this post! #NowHiring #ExecutiveAssistant #Careers #Hiring #LegacyCulture #LegacyAdvisors #PersonalAssistant #ApplyNow Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP James Baird Lima Bushra Shannon Bonner Michael Rocchi Patrick Devlin Kelly Hansen Ron Ahluwalia, CFA, FRM, CAIA

We're #hiring a new Wealth Strategist in Plymouth Meeting, Pennsylvania. Apply today or share this post with your network.

Join us at Legacy Advisors for an insightful evening hosted in collaboration with Women in Investing Network (WIN) of Philadelphia.?Engage with fellow financial industry professionals and uncover strategic insights vital for navigating the year ahead. This gathering is an excellent opportunity for networking within the financial sector. Speakers: Kelly Hansen, Operations Manager, Moderator Ron Ahluwalia, CFA, FRM, CAIA,Investment Strategist/Portfolio Manager Dianne Pagano Manges, CFA, Director, Senior OCIO Investment Advisor,?Truist Foundations & Endowments Specialty Practice ???Date:?March 11, 2025 ???Time:?5-7 PM ??Location:?Legacy Advisors, LLC, Plymouth Meeting Registration closes March 9th.?Don’t miss your chance—secure your spot today! ??Register Here:?https://lnkd.in/ehYNBGHQ #LegacyAdvisors #LegacyAdvice #WIN #WomenInInvesting #WomensHistoryMonth #LegacyCulture #NetworkingEvent #WealthPlanning #TheLegacyDifference Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP James Baird Lima Bushra Shannon Bonner Michael Rocchi Patrick Devlin

A Wealth of Knowledge, Delivered to You ?? What’s the best way to plan for generational wealth? How do you align your investments with your values? At Legacy Advisors, we tackle the big questions. ?? Discover our expertise and gain clarity on your financial goals by connecting with us today. ?? Start your journey at legacyadvice.com. Embark on a path to informed, value-driven investing. #LegacyAdvisors #WealthManagement #FinancialWellness #LastingImpact #FinancialHealth #LegacyBuilding Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP James Baird Lima Bushra Shannon Bonner Kelly Hansen Michael Rocchi Patrick Devlin

At Legacy Advisors, financial planning isn’t just about managing money—it’s about understanding people. ??? Client Advisor Patrick Devlin shares how our approach goes beyond investments, focusing first on the individual, their goals, and the opportunities to create meaningful impact. When you put the person first, the financial strategy follows. #LegacyApproach #FinancialPlanning #PeopleFirst #WealthManagement #FinancialWellness #LegacyBuilding #FamilyValues #ThoughtLeadership #ClientFirst Vincent A. Panvini Jr Ted Piotrowicz Matthew Sgro Mary Huntowski, SHRM-CP James Baird Lima Bushra Shannon Bonner Kelly Hansen Michael Rocchi Patrick Devlin