Haines Financial

Kathy Legan, AAMS®, AWMA®

Wealth Advisor

Kathy Legan graduated from Missouri State University in 2000 and started her career as a Fixed Income Marketing specialist with Edward Jones in St. Louis, Mo. 

After four years of educating new Financial Advisors on fixed-income investing and meeting more than 1,000 retired investors across the country, she decided to begin her own practice in Wilmington, N.C.  In the fall of 2008 she left Edward Jones and started Legan Wealth Management, LLC, and a year later joined the team at Haines Financial, LLC. 

Kathy is series 7, 63, and 66 registered with LPL Financial as well as being licensed in Life and Long Term Care.  Additionally, she has earned her Accredited Asset Management Specialist (AAMS®), as well as completing the Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning.

Kathy specializes in retirement planning for pre-retirees, income planning for retirees, and managed accounts for high net worth individuals. 

Having grown up on a 126-acre beef cattle and crop farm, she grew up with a strong work ethic and discipline.  She selected her first “stock” at age 13 – which happened to be livestock, in particular, a calf named Daisy.  Those early lessons in ownership, independence, stewardship, and discipline have played an important part in shaping her career. 

Today, Kathy’s most satisfying achievements come alongside the dreams of her clients.

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