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TLWM Team

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  3. TLWM Team

TLWM Team

Investment Team

Enzo T.
Pellegrino, CFP®

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President &
Wealth Advisor

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Simon
Thompson, CFA

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Senior Vice President &
Wealth Advisor

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Elissa
Lococo

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Research Associate
  

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James
Flores

Research & Financial Planning Assistant​

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Wealth Advisors

Enzo T.
Pellegrino, CFP®

Enzo-thumb.jpg

President &
Wealth Advisor

Read bio

Simon
Thompson, CFA

Enzo-thumb.jpg

Senior Vice President &
Wealth Advisor

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Preston
Vaught

Enzo-thumb.jpg

Wealth Advisor

 

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Justin
Bellows

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Wealth Advisor

 

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Robert S.
Bowerman,  CFP®

Enzo-thumb.jpg

Wealth Advisor

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Financial Planning Team

Enzo T.
Pellegrino, CFP®

Enzo-thumb.jpg

President &
Wealth Advisor

Read bio

James
Flores

Research & Financial Planning Assistant​

Read bio

 

Service 360 Team

Liza
Reichle

Enzo-thumb.jpg

Operations Team Leader

 

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Erika
Ocaña

Operations Associate

 

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Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

James Flores

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Justin Bellows

Robert S. Bowerman, CFP®

Financial Planning Team

Enzo T. Pellegrino, CFP®

James Flores

Service 360 Team

Liza Reichle

Erika Ocaña

TLWM CONTACT

   
Phone: 210 541 8600
Email: info@texaslegacywealth.com  
40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, FL, GA, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

©2020 Texas Legacy Wealth Management

© 2020 Texas Legacy Wealth Management. All rights reserved.