Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Qualified Retirement Plans3
  • Retirement Planning4
  • Financial Planning5
  • Professional Portfolio Management6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

4455 Dressler Rd NW
Ste 202
Canton, OH 44718
US
Direct:
(330) 491-4032(330) 491-4032
Toll-Free:
(800) 755-8285(800) 755-8285

Meet Legacy Wealth Management Group

About Me

•BSBA The Ohio State University

•1990 - Present:
Brian has over 25 years of experience in the financial services industry. Prior to joining Morgan Stanley Wealth Management he was associated with UBS & Edward Jones. He is currently a Financial Advisor at the Canton, OH branch of Morgan Stanley where he serves the needs of high net worth individuals and families, with a focus on physicians and others in the medical field. Outside of work, Brian is active with several organizations, including Mercy Medical Center's Therapy Dog Program, The Ohio State University's Alumni Association, and St. Michael's Catholic Church. His hobbies include golfing and equestrian activities.
Securities Agent: TX, OH, WV, UT, SC, PA, OK, NY, NC, MI, MD, IN, IL, ID, GA, FL, DC, CO, CA; General Securities Representative; Investment Advisor Representative

About Me

BBA - Ohio University, Finance and Marketing Major 1986.

-1991 - 1999: Mark has gained extensive experience in the financial services industry during his 25 year career. He was part of Dean Witter's first office in Canton, Ohio when he joined them in August, 1991. Mark successfully completed their rigorous training program and grew his practice over these years.
-1999-2010: In 1999 McDonald Investments invited Mark to join them in their downtown Canton, Ohio branch. Here Mark worked with seasoned investment professionals and learned a great deal from his mentors in this office. He grew his practice and knowledge base to earn the title of Senior Vice President of Investments as a Financial Advisor. With changes in the industry, McDonald Investments was acquired by Key Bank. This is where the foundation was laid to form Legacy Wealth Management Group. Key Bank then sold this business unit to UBS and after a few years the team decided it was in the best interest of their clients to join Morgan Stanley.
-2010-Present: Mark is currently a Senior Vice President, Financial Advisor at Morgan Stanley in Canton, Ohio with his team, Legacy Wealth Management Group. Mark's focus is on providing investment management, asset allocation and financial planning for high net worth families. He also works closely with Charitable Foundations establishing investment objectives, asset allocation guidelines and implementing investment management. In addition, Mark and his team service large retirement plans including 401k, Profit Sharing and Defined Benefit plans. Mark believes in supporting his community through volunteering and financial support. His hobbies include coaching youth sports, golfing and spending time with his family. Mark and his wife, Jennifer, have three boys and one girl.
Securities Agent: OH, WV, VA, UT, TX, TN, SC, NY, NM, NE, ND, NC, MI, MD, KS, IN, IL, ID, GA, FL, CA; General Securities Representative; Investment Advisor Representative

About Me

•BA - University of Mount Union

•1995 - Present:
Kent began his career as a Financial Advisor at Cowen & Co., and has over 20 years of financial and investment experience. Today, he is a Financial Advisor at the Morgan Stanley branch in Canton, OH. He has built his practice by servicing the wealth management needs of affluent individuals and their families, small business owners and retirees. His areas of focus include individual stock management, option strategies, fixed income and equity research. Kent has been active with several organizations in his community, including the Dover Rotary Club, Big Brothers Big Sisters of East Central Ohio and Union Hospital. In his free time he enjoys playing golf and spending time with his wife, Jennifer, and their three sons.
Securities Agent: OH, WV, UT, TX, PA, OK, NY, NC, MI, MD, KY, IN, IL, ID, GA, FL, CA; General Securities Representative; Investment Advisor Representative

About Me

•1993- Present:
Cherie has been in the securities industry for 22 years. She supports the daily operations and client activity for the team as well as FA contact management. Cherie and her husband, Wayne, live in Uniontown where they keep very busy with their two boys.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Legacy Wealth Management Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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