Rachel Taylor Wilmot

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → Present
  Legacy Wealth Partners
  Lakewood, CO
• 08/2022 → 01/2024
  Charles Schwab
  Lone Tree, CO
• 08/2019 → 07/2022
  Lockheed Martin
  Littleston, CO
• 08/2018 → 05/2019
  Colorado State University
  Fort Collins, CO
• 06/2018 → 08/2018
  Lockheed Martin
  Littleton, CO
• 08/2017 → 05/2018
  Colorado State University
  Fort Collins, CO
• 06/2017 → 08/2017
  Janus Henderson Investors
  Denver, CO
• 05/2016 → 05/2017
  Colorado State University
  Fort Collins, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-30