Alyssa AdamsSondra Pace2023-11-30T09:59:53-07:00

Support Staff

Alyssa Adams

Alyssa joined Legacy Wealth Management in September 2020. She is our Director of Operations and is the smiling face you see welcoming you to our office, and the friendly voice answering the phone.

Alyssa has experience in customer service, administration and working in the financial industry. Before joining our team, she worked independently as a licensed financial advisor. Prior to that, she worked as a personal banker, retail store manager and church administrative assistant.

Alyssa enjoys being creative at home and in the office. Away from the office, she can be found playing board games at a brewery with her husband, hiking with her dogs and adventurous cat, or camping under the stars.

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).