Legacy Wealth Management Team

of Benjamin F. Edwards

Legacy Wealth Management

Fully Invested in You


Legacy Wealth Management of Benjamin F. Edwards & Co. grew from our belief in a simple idea: Clients come first.  We are committed to learning about you, your family and your experiences.  We are uniquely qualified to help guide you on your journey.

Better together, the team has developed enduring relationships with our clients that span generations.  We work with a select group of families who share our values and desire a close-knit, personal relationship.  This closeness means we’re fully invested in our clients and passionately committed to helping them accumulate wealth and celebrate success in life.

Just like the members of Legacy Wealth Management are stronger together, you and our team can be stronger together.  Legacy Wealth Management consists of the following professionals:

Financial Advisors:

                Matthew G. Bishop, CFP®, Vice President – Investments

                Dana L. Gibbs, Vice President - Investments

                Ralph A. Brozzo, CFP®, Vice President - Investments

Client Service:

                Kate Woods, Sr. Registered Financial Client Associate


We invite you to become part of our family.  Please contact us for a personal consultation, and together we will focus on your future.



2021-2487 exp. 10/31/2024

Phone 989-835-3000
toll-free 855-909-0300
Fax 989-835-7462