Legacy Financial

We’re Hiring!

Legacy is hiring! We are adding a Client Service Administrator to our growing team. Our firm culture, wonderful clients, and growth opportunities make Legacy a fantastic place to work. The Client Service Administrator plays a critical part in putting our clients’ financial plans into action. If you know someone who would be a great fit, […]

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Capitulation: The Ugly Stage of Market Behavior

The equity and bond market worldwide has entered into what many believe is the “capitulation” stage. This usually entails widespread selling without regard to economic fundamentals or positive earnings reports. It is typically a time when speculative (not long-term) investors experience enough emotional distress that they will sell their positions at any cost and without

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Opportunity Awaits – For Those Who Stick to the Plan

In a world with information overload, it is easy to get caught up in Wall Street’s obsession with outsmarting markets. However, historical perspective and data have provided a different narrative. The number one predictor of investment success is investor behavior during uncertain times. It’s not stock picking, marking timing, or technical analysis. Instead, it is

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We’re Adding to the Legacy Team! Introducing Kristen Hopkins as Client Service Administrator

We’re Adding to Legacy Team! Introducing Kristen Hopkins The Legacy Financial Group is pleased to announce the newest member of our firm, Kristen Hopkins! Kristen joins Legacy as a Client Service Administrator.  “We are so excited to have Kristen join the Legacy team!” says Elissa Johnson, Partner and Director of Operations. “She brings enthusiasm, creativity,

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We’re Hiring! Seeking a Client Service Administrator

The Legacy Financial Group is seeking a Client Service Administrator to add to our growing team! We are a premier wealth management firm based in Tulsa, OK and serving clients internationally. Far beyond managing assets, we enable clients to focus on what matters most in their lives: their time, their families, their businesses, and their

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Announcing the Newest Partners of The Legacy Financial Group

The Legacy Financial Group is excited to announce that Bray Killingsworth and Elissa Johnson have become shareholders in the firm. Bray and Elissa have served as key members of the Leadership Team at Legacy for several years, and each brings a unique perspective, added expertise, and demonstrated commitment to continuing Legacy’s mission.  For the past

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