OUR TEAM
Elisabeth Sockalosky-Davis
Partner/CFO
407-641-9021
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...
Richard McAdams
Partner/CIO
407-641-9021
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...
Amanda Smith-Herrera
Advisor
407-641-9021
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...