John Shaw and David Leighton were recently named to “Barron’s Top 100 Private Wealth Management Teams” published by Barron’s Magazine, a publication covering business and …
John Shaw and David Leighton, financial advisers with Legacy Financial Partners, were recently named to “Barron’s Top 100 Private Wealth Management Teams” published by Barron’s Magazine.
The list from Barron's, a publication covering business and finance, recognizes wealth advisory teams that specialize in serving individuals and families and have demonstrated high levels of ethical standards, professionalism and success in the business.
The Legacy Financial Partners team was chosen based on its assets under management, industry experience, credentials of their team members, the resources at their disposal to serve clients well, regulatory and compliance record and revenue produced for their firm.
Legacy Financial Partners has locations across the Upper Midwest in Wyoming, North Dakota, South Dakota, Minnesota, Montana and Nebraska. The team provides financial advice that “is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.”
Legacy Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC.
For more information, call 307-347-4734.