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Traditions Wealth & Legacy Planning
I started Traditions Wealth & Legacy Planning because I believe families and individuals should be able to create a legacy that rivals a historical company or institution. My philosophy is to invest into every person's greatest asset, which is themselves and the individuals they care most about. It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.
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People working at Traditions Wealth & Legacy Planning
LC
Lemar Williams, CFP®, CTFA, CLU®, CPWA®
Founder & President
Lake Mary, Florida, United States
SN
Shaquana Nelson
Director Of Client Relations
Lake Mary, Florida, United States
BV
Biancaa V
Teacher
Lake Mary, Florida, United States
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