Our Team
Harel Turkel
Managing Partner
Harel is a seasoned executive with expertise in business development, financial strategy, and information technology. As Managing Partner of Legacy Financial Advisors, he has positioned the firm as a trusted partner, providing tailored financial solutions that drive long-term success. His leadership fosters a culture of innovation, ensuring clients receive forward-thinking, comprehensive financial guidance.
Credentials & Education
Towson University, Bachelor of Arts in International Business
Raffaele Mazzone
Lead Portfolio Analyst
Before joining Legacy, Raffaele rose rapidly through the ranks of the wealth management division at a global bank earning a reputation as a sharp analyst and strategic portfolio manager. He holds a degree in Economics from Gettysburg College where he honed his analytical skills in the classroom and on the soccer field.
Credentials & Education
SIE, Series 7 and Series 66 qualifications.
Gettysburg College, Bachelor of Arts, Economics
Nicholas Cosgrove
Associate Advisor
Nick is a passionate and energetic financial advisor dedicated to helping clients build strong financial foundations for the future. With his commitment to tailoring solutions to each clients’ unique situation, he brings clarity and confidence to the planning process.
Credentials & Education
Series 6, Series 63, and Series 65 qualifications.
Life & Health Insurance Certified