Kallee Tucker

Client Service Associate

Kallee is a Client Service Associate at Legacy Private Wealth Partners, specializing in retirement, estate planning, and processing. She understands the financial services industry and brings personalized and informed service to her clients.

Kallee began working as a bank teller in high school and has been in the financial industry ever since. She was previously a Client Associate at Wells Fargo Advisors. Kallee holds a bachelor’s degree in marketing and management from Pittsburg State University and an MBA from the University of Central Missouri.

When she’s not working, Kallee enjoys spending time with her family, traveling, making road trips for concerts or sporting events, and cheering for the Kansas City Chiefs.

Let's Work Together!

Schedule A Time To Connect

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.