Legacy Capital

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Brad Schwartz, Private Wealth Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Brad Schwartz

CFP®, APMA, CDFA®

Private Wealth Advisor

Co-Founder of Legacy Capital
Visit Brad Schwartz's website
Brad Davis, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Brad Davis

APMA

Financial Advisor

Co-Founder of Legacy Capital
Visit Brad Davis's website

Team

Katie Hansen

Katie Hansen

Operations Director,

Chief Operating Officer

Qualifications

  • Graduate from Towson University
  • Series 7 & Series 66 Registered
  • Joined the team in April 2014

Roles & Responsibilities

  • Event planning & marketing coordinator
  • 401(k) participant support
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Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager