The Legacy Group | Hanover, NH

Was founded out of the belief that clients deserve a team of advisors who are passionate about helping them reach long-term financial goals.  We take a holistic and planning-based based approach with our clients.  As a team with varied skill sets and sixty-plus years of industry and related experience we are able to deliver world-class services to our clients utilizing our experience and the broad capabilities of Morgan Stanley.
Capabilities for Nonprofit Endowments, Families and Individuals
  • Asset Allocation Modeling
  • Cash Management
  • Donor Advised Funds
  • Donor Stewardship
  • Endowment Planning
  • Fiduciary Education for Staff, Boards and Volunteers
  • Financial, Strategic and Wealth Planning
  • Institutional Investment Management – Active and Passive
  • Insurance and Trust Services
  • Investment and Spending Policy Review
  • Planned Giving
  • Portfolio performance and attribution reporting
  • Sustainable and Mission Aligned Investment Strategies
Services Include
  • Wealth Management1
  • Endowments and Foundations2
  • Philanthropic Services
  • Sustainable Investing3
  • Financial Planning4
  • Lending Products
  • Cash Management5
  • Trust Accounts6
  • Art Advisory7
  • Estate Planning Strategies8
  • Annuities9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Custom Investing Outsourcing

Nonprofit

    Location

    203 Heater Rd
    Lebanon, NH 03766
    US
    Direct:
    (603) 442-7916(603) 442-7916
    Toll-Free:
    (800) 829-5232(800) 829-5232

    Meet The Legacy Group | Hanover, NH

    About Me

    I have gained much perspective and experience from my work with my clients in Wealth Management as well as volunteer work on Nonprofit Boards and committees over the last thirty years.

    Starting in the “brokerage” business in the Merrill Lynch training program in Philadelphia, 1996, my journey has been an educational experiencing the markets and its milestones.  Witnessing first-hand the volatility and crashes as well as the birth of start-up companies that are now global enterprises.  Twenty two years later I am consulting to small and mid-sized nonprofits, helping build endowments and practicing holistic Wealth Management for families and individuals.

    When not working I spend time with my three children in the Upper Valley of New Hampshire and Vermont where we enjoy skiing, hiking, playing golf, tennis and squash.
    Securities Agent: NH, WY, WV, WA, VT, VA, TN, SC, RI, PA, NY, NJ, NC, MT, MN, MI, ME, MD, MA, KS, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1498256

    About Me

    RANDY WHATLEY VICE PRESIDENT FINANCIAL ADVISOR, CERTIFIED FINANCIAL PLANNER™

     

    Randy joined Morgan Stanley in 2004 as a financial advisor working with both individual and business clients. Prior to joining Morgan Stanley he was with Merchants Bank of Vermont, where he worked with business clients on asset and liability management.  As a CERTIFIED FINANCIAL PLANNER™, CFP®, Randy works with individual clients on financial planning strategies, investment management and wealth planning. Randy also focuses on healthcare and education 403(b) and 457(b) retirement plans as well as 401(k) and other retirement plans for corporate entities. He received his B.S. degree from Purdue University and his Master’s degree in Administration from Georgia Southwestern State University. Randy lives with his family in Hartford, Vermont.
    Securities Agent: TX, NH, WY, WV, WA, VT, VA, TN, SC, RI, PA, OR, NY, NJ, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1395435

    About Me

    KARIN W. DAVENPORT, SENIOR REGISTERED ASSOCIATE

    Karin has over ten years of experience in the financial services industry.  She started her career with Raymond James Financial Services followed by seven years with UBS Financial Services.  Karin grew up in Woodstock, Vermont, and graduated from Rollins College with a B.A. in Theatre Arts. Her strong sense of community over the past three decades is reflected in her participating on the boards of a half a dozen non-profit organizations. She brings her experience working with the social sector to her support role on The Legacy Group team. Karin is an avid tennis player, equestrian, and skier. She lives in Quechee Vermont with her husband Jonathan.
    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
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    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
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    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
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    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

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    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

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    Ready to start a conversation? Contact The Legacy Group | Hanover, NH today.
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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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