Our Team
Culture and Core Values Drive our Team
Legacy Private Wealth Advisors provides investment services and comprehensive wealth management to a wide variety of clients across the United States. We bring expertise in financial planning, portfolio construction and management to our clients that aims to deliver truly exceptional results.
Jason D. Smith, CFP®
Financial Advisor / Wealth Manager
309-294-8148
Jason Smith has over a decade of experience helping clients build and distribute wealth. With an extensive background in retirement income planning, investment management, and estate planning, he helps clients of all types achieve...
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Molly Smith
Client Services - Table Grove
3092948148
Molly Smith serves as an Administrative Assistant based in Table Grove, Illinois, where she supports daily operations and assists with a variety of client service and administrative responsibilities. She upholds LPW's core values and...
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Martina Smith
Operations
Martina joined Legacy Private Wealth Advisors in 2024. Prior to financial services, she held roles in upper management at Petsmart, Inc. and served as the Chief Operations Officer of Prairie Spine and Pain Institute. Martina manages...
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Bank of Farmington / Integrity Community Bank
Partner Financial Institution
The mission of the Bank of Farmington is to remain an independent bank, locally-owned and controlled, providing the services needed to our community. We will deliver an excellent product in an efficient manner provided by knowledgeable...
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Table Grove State Bank
Partner Financial Institution
For over 70 years the Table Grove State Bank has been an active and important part of our community serving West-Central Illinois. We strive to deliver the best products and services available to our friends and neighbors across the...
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