Broker Check

Team

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards your dreams. As your Financial Professionals, we strive to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to pursue your objectives.

 
R. Bennett “Benny” Firestone, Jr. is the President of Legacy Wealth Management, LLC, and a Managing Partner of Financial Advocacy Network, “F.A.N”, LLC. He has been working in the financial services industry for 19 years. He provides...

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Robert E. “Ned” Philbeck, IV

Vice President and Investment Specialist

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Robert E. “Ned” Philbeck, IV grew up in Columbia, South Carolina and attended the College of Charleston where he earned a Bachelor of Arts degree in Political Science in 1992. He began his finance career in 1992 with Palmer...

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David J. Mandell is licensed financial advisor with more than 16 years of experience in the financial services industry. He holds a B.A. in Political Science and Economics from the University of Colorado/Boulder. David has served as a...

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Thomas A. Brophy

Vice President of Investments

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Thomas A. Brophy is a registered financial advisor with more than 20 years of industry experience. A South Carolina native, Tom earned his Bachelor of Science degree at the top-ranked Moore School of Business at the University of South...

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Cathryn A. Cato

Wealth Counselor

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Cathryn A. Cato, is a Wealth Counselor with Legacy Wealth Management in Mt. Pleasant. She joined Legacy in 2008 after more than eight years with Smith Barney as a Financial Advisor. Cathryn’s mission is to provide her clients with...

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Steve Storey a veteran of the Life and Health Industry since 1991 expanded his practice and started more comprehensive strategies, integrating securities and insurance to his clients over 14 years ago. This move was after he was...

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Miller Brice joined Legacy Wealth Management in early 2011, after working two years for 360 Financial Partners. Previous to 360 Financial Partners, Miller was with RBC Capital Advisors as a commercial lending specialist. While at RBC...

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Austin B. Atkinson, J.D., is a Petersburg, Virginia native who currently resides in Mount Pleasant, SC with his wife and three children. Austin began his career in the financial services industry as a Financial Advisor at UBS...

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Trent Derrick

Financial Advisor, Chief Market Technician

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Since joining the Legacy team in September 2013, Trent has his Series 7 and 62 with LPL Financial. Trent has his series 66 with LPL Financial and Maryland Financial Group. He has earned the Chartered Market Technician Designation and...

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Temple Whitaker

Operations Manager

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Temple Whitaker joined Legacy Wealth Management in April 2014. She has served in a support role for financial advisors for the past 10 years. She began her career in Newtown, Connecticut in 2004 working for an independent advisor. She...

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Cheryl Kranz

Office/Marketing Manager

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Cheryl’s background includes over 20 years with Shell Lubricants, US Division. Throughout her employment years with Shell, she was the Executive Administrative Assistant to the Vice President of Sales, as well as, Territory Sales...

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