ABOUT FAMILY LEGACY
At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances.
We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients needs and their best interests.
Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of family, authenticity, transparency, empowering clients and empathizing, and Family Legacy Financial Solutions was born.
CORE VALUES
FAMILY
AUTHENTICITY
EDUCATION
TRANSPARENCY
EMPOWERMENT
FAMILY LEGACY ADVANTAGES
We live up to our name, Family Legacy
The Family Legacy Advantage is our promise to clients that we will be dedicated to providing them an opportunity to reach their goals. Our team collaborates as a unit to help deliver on your goal-based investment objectives. We treat you as a member of our family.
We are authentic and transparent
Most advisors focus on just your financial plan, because they are simply transaction based. Here at Family Legacy it is our goal to take a more unconventional route. No longer are people interested in an advisor with a door to door sales mentality. The Family Legacy approach is based on relationship building and trust. The most effective way we know how to build a relationship designed to last our clients' entire lifetime is by being transparent and authentic, which includes a disclosure of all fees and commissions. We act as fiduciaries for our clients and work only for their best interest.
We educate and empower
How we interact with our clients is one of the most unique elements to our client relationships. Instead of just providing a service, we take additional steps to educate clients. We believe empowering the client is as important as delivering a fundamentally sound plan. If a client isn't engaged in the financial process the overall chance for financial success is lowered.
We believe in deep relationships
At Family Legacy Financial Solutions, we get to know our clients on a personal level. We make it a priority to interact with clients inside their daily lives. We genuinely enjoy spending time with them and getting to know their families. This degree of commitment is what allows us to better understand our clients' motivations behind their financial goals, and to offer the most comprehensive, customized and rewarding financial recommendations that are aligned with their needs.
OUR TEAM
JOSHUA STUBBOLO
Managing Partner, Investment Advisor Representative, Financial Advisor
Josh is an energetic and passionate person who enjoys helping others and making a difference in people’s lives. He strongly believes in helping others and taking care of family. Josh initially started in the insurance business before graduating from college. During this time he earned his life insurance license. He then moved on to graduate from the University of Central Florida in 2013 with Bachelor of Science in Finance. He finished 2nd in the UCF college of Business competition, which helped propel his career as a Registered Representative before forming Family Legacy Financial Solutions. In his spare time, Josh is an avid sports fan who enjoys all sports. His hobbies include watching sports and playing baseball and golf. He also enjoys spending time with his wife, Jennifer Stubbolo and his new baby girl, Harper Elizabeth Stubbolo, and giving back to his community. and giving back to the community. Josh is a licensed NC Life and Health insurance agent and a registered representative with Cambridge Investment Research, Inc. holding his Series 6, 7, 63 and 65 security registrations.
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