Gracie has been with Legend for a year. In her role as a project manager, she assists the operations team with all facets of back office support, including data management and special projects.
She enjoys working at Legend because they truly care about the advisors, and their clients. The firm was founded to provide best interest solutions to clients’ and is a singular place that can provide all services and solutions to financial advisors. Her goal is to learn something new daily and to become technical, proficient and accurate in all facets of her role so that she can best support advisors and their clients.
In her free time, Gracie enjoys working out and spending time with family and friends.
“I love that this business is about helping people to achieve their financial dreams, and supporting the advisors that help them with that planning. I’ve watched my dad build this company from behind the scenes and now I want to chart a career path in financial services and learn all of the ins and outs of the business.”