Call to Schedule an Appointment732-385-1171
Donna takes the lead in managing most aspects of Legacy Wealth Advisor’s operations to meet the objectives for growth and profitability. Donna supervises a number of departments, including human resources, accounting, marketing, licensing and case management. She also works as a client liaison and helps build stronger relationships with Legacy’s clients through frequent interaction. Donna graduated Magna Cum Laude from The College of New Jersey in 2000 with a Bachelors of Fine Arts.
Donna resides in Manalapan NJ with her husband, two children and dog. She loves cooking, entertaining and providing a warm atmosphere for her family and friends. She also enjoys interior design and going to the movies.
Call: (732) 851-6955Fax: (212) 658-9756Email: firstname.lastname@example.org
Lauren has designed and developed strategic marketing and sales materials for all company promotions and has implemented several successful marketing campaigns. In addition to her marketing duties, Lauren is also a key client relationship liaison at Legacy Wealth Advisors. Lauren has an extensive sales and management background which enables her to proactively assist our clients with all their needs.
Lauren was born and raised in Monmouth County where she resides with her husband, three children and their dog. She spends her free time volunteering for a local youth program and believes in giving back to our community.
Call: (732) 677-7008Fax: (732) 358-0625Email: email@example.com