Jacob Murray

I joined Legacy Financial in late 2016 so I could apply my seven years of financial planning experience at a prior firm to this unique customized setting, where my skills in relationship building and client service fit right into the culture.

Since my years at Hamilton College, from which I graduated with a Bachelor of Arts in Economics, I have had a strong interest in financial markets and how they intersect with peoples’ lives – their shorter term goals and ambitions and their longer term plans and dreams. For me, it is gratifying and fulfilling when we can see the results of thoughtful financial planning with our clients that help them work towards their life’s pursuits and build a legacy they are proud of.

Through Legacy Financial and its access to a broad platform of specialists with impressive expertise and experience in a wide range of practice areas, we now have the ability to offer a broader and more customized range of services to clients. This combination of broad expertise and personalized service is what makes Legacy Financial a special financial planning experience that helps clients address their short and long term goals.