Our Team

Bruce Dunbar

Bruce Dunbar

Managing Partner, Legacy Financial
Branch Manager, Financial Advisor,
Raymond James Financial Services

 

Caroline Andrews, AAMS™

Caroline Andrews, AAMS™

Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Aubree Shemwell

Aubree Shemwell

Director of Operations

Dayna Schultz

Dayna Schultz

Receptionist

Mark Dunbar, MBA, AAMS™

Mark Dunbar, MBA, AAMS™

Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Kathy Burdick

Kathy Burdick

Director of Client Services

Erin Williams

Erin Williams

Registered Client Service Associate

 

Liz Manor, MBA

Liz Manor, MBA

Client Service Associate

Bruce Dunbar

Bruce Dunbar

Managing Partner, Legacy Financial
Branch Manager, Financial Advisor,
Raymond James Financial Services

 

Mark Dunbar, MBA, AAMS™

Mark Dunbar, MBA, AAMS™

Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Caroline Andrews, AAMS™

Caroline Andrews, AAMS™

Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Aubree Shemwell

Aubree Shemwell

Director of Operations

Kathy Burdick

Kathy Burdick

Director of Client Service

Erin Williams

Erin Williams

Registered Client Service Associate

Liz Manor, MBA

Liz Manor, MBA

Client Service Associate

Dayna Schultz

Dayna Schultz

Receptionist