2500 Regency Parkway
The WealthShield Partners, LLC® team brings decades of experience backed by an independent structure that enhances our ability to deliver more complete solutions to our advisors and their clients. Through our proven infrastructure, streamlined workflows, and progressive technology stack, our team ensures advisors get the tailored support they need to provide comprehensive portfolio management and support to their clients.
Managing Partner | Chief Executive Officer
Robert Leggett brings three decades of experience in financial services, legal, tax, real estate, and accounting. This diverse career gives him the expertise needed to manage clients' wealth and provide top support to independent advisors.
Partner | Director of Advisor Relations
Chief Operating Officer | Financial Planner
Advisor Recruitment & Growth Consultant
Manager of Advisor Relations
Manager of Operations
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.