Williamson Legacy Group, LLC

Donald Phelan is a financial advisor with Williamson Legacy Group, LLC in Carmel, Indiana, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Axxcess Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as president of the Economic Development Committee for the Town of Fishers, reviewing commercial and industrial proposals to assess their viability. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a client-specific financial planning process combined with fundamental and technical analysis to create tailored portfolio strategies, managing approximately $183 million in discretionary assets for over 340 clients through a team of five advisors.

Benjamin Hecht is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Axxcess Wealth Management and Wells Fargo Advisors. In addition to his advisory role, Hecht is licensed as an insurance agent and offers life insurance products. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages over $183 million in discretionary assets and employs a client-specific approach that combines fundamental and technical analysis to tailor portfolios according to individual objectives and constraints.

Jeanette Mccormick is a financial advisor at Williamson Legacy Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. In addition to her advisory role, she serves as the chapter treasurer of the charitable organization Tri Kappa. Williamson Legacy Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs a team-based approach and combines fundamental and technical analysis to tailor portfolios to client objectives, managing approximately $183 million in discretionary assets.

Joseph Williamson is a financial advisor at Williamson Legacy Group, LLC in Carmel, IN, with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Axxcess Wealth Management, LLC. Outside of advising, Williamson is involved in TSOAR Ministries, focusing on discipleship and ministry book sales. Williamson Legacy Group offers personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm uses a client-specific financial plan combined with fundamental and technical analysis to develop long-term portfolio strategies and manages roughly $183 million in discretionary assets for around 343 clients.

Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Axxcess Wealth Management, LLC, the City of Tampa, and NYC Parks. Williamson Legacy Group serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a client-specific financial planning approach combined with fundamental and technical analysis to tailor portfolios according to each client’s objectives, tax sensitivity, and time horizon.