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

Caroline Andrews, AAMS™
Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Aubree Shemwell
Director of Operations

Dayna Schultz
Receptionist

Mark Dunbar, MBA, AAMS™
Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Kathy Burdick
Director of Client Services

Erin Williams
Registered Client Service Associate

Liz Manor, MBA
Client Service Associate

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

Mark Dunbar, MBA, AAMS™
Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Caroline Andrews, AAMS™
Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services

Aubree Shemwell
Director of Operations

Kathy Burdick
Director of Client Service

Erin Williams
Registered Client Service Associate

Liz Manor, MBA
Client Service Associate

Dayna Schultz
Receptionist
