Broker Check

OUR TEAM

Elisabeth Sockalosky-Davis

Partner/CFO

407-472-4162

407-641-9021

elisabeth@lcwadvisor.com

Elisabeth Sockalosky-Davis was born and raised in Central Florida and entered into the financial services industry in 1989. Prior to forming Legacy Capital Wealth Advisors in 2010 she worked in banking and at two of the largest wire...

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Richard McAdams

Partner/CIO

407-472-4173

407-641-9021

richard@lcwadvisor.com

Mac McAdams is a graduate of Florida Southern College with degrees in finance and marketing. Prior to forming Legacy Capital Wealth Advisors, LLC in 2010, Mac served as a Resident Director for Merrill Lynch. During his tenure managing...

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Amanda Smith-Herrera

Advisor

863-619-5372

407-641-9021

amanda@lcwadvisor.com

A Polk County native, Amanda began her career in finance in 2010. She joined Legacy Capital Wealth Advisors, LLC in 2018. She holds her Series 7 and 66 licenses, Financial Paraplanner Qualified Professional™ designation, and Life...

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