Legacy Capital

2022 AMP Faces of Arkansas 2022 Face of Investments and Financial Planning: Legacy Capital Matt Jones, David Trent and Jason Prather Who or what has been a source of inspiration for you? All three of us were fortunate and blessed…

Bob Roberts Legacy Capital Bob Roberts joined Legacy Capital in 2019, after a successful 30-year career with Baptist Health. At Legacy, Bob is responsible for overseeing strategic growth, implementing the expansion into additional locations, and recruiting and integrating advisor teams…

Matt Jones, JD, CFP President Legacy Capital Matt Jones, JD, CFP, serves as president at Legacy Capital and is a wealth adviser to clientele throughout the United States. His areas of expertise include asset management, estate tax and multigenerational wealth…

Power Women 2021: Jessica Sorg, FALU Director of Underwriting, Legacy Capital   What’s your secret to success? Hard work. From a young age, I knew I had to work harder than those around me to succeed. What attracted you to…

Two Arkansas wealth management firms have merged to form Legacy Capital. Legacy Capital Wealth Partners and Trent Capital Management, both independent firms, merged on Thursday, Dec. 31, 2020.  Under the merger, the new Registered Investment Advisory firm will hold more…

The former chief financial officer for Baptist Health is joining a Little Rock-based wealth management firm. Robert C. “Bob” Roberts is joining Legacy Capital as the firm’s chief operating officer. From 2014 to early 2019, Roberts served as Baptist Health’s…