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Scott Garcia

HalWilliams2020-2474

Scott Garcia

Financial Advisor Partner

legacyprivatewealthholdings.com

Scott is a Financial Advisor with over 30 years of experience in the financial industry. He offers comprehensive services in wealth management, financial planning, estate planning, business succession planning, liability management, and insurance. Scott specializes in providing wealth management and estate planning services for high-net-worth clients.

Previously, Scott worked in various management and lending roles at Pitkin County Bank, Mesa National Bank, and Wells Fargo. He was also a financial advisor at Concurrent Advisors and Raymond James. Scott has a Bachelor of Arts degree in finance from Kalamazoo College, as well as Series 7, Series 66, Insurance, and Long-Term Care licenses.

Scott is a retired lieutenant and a volunteer firefighter for Basalt Fire Protection District. He enjoys spending time with his wife and three children, mountain biking, golfing, and snowboarding.

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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.