Jonathan Macy, Esq.
Jonathan Macy advises individuals and businesses, both domestic and abroad, by planning, managing and monitoring their financial plan and investments with the aim that these tools help clients focus on attaining their goals. Jonathan joined our boutique firm to enhance his offering of a signature truly client-centric approach.
Jonathan’s specialty is his focus on clients’ needs and it is his unparalleled commitment to best in class service that makes him a comprehensive and sophisticated advisor. Jonathan leverages the vast resources of Legacy Wealth Management and his professional network to ensure each client receives dynamic solutions custom-tailored for their unique situation.
With previous experience as a Financial Advisor at Morgan Stanley and UBS and over fifteen years practicing as an attorney advising clients in the healthcare, aviation, retail and financial services sectors, Jonathan’s substantial exposure and knowledge, high level of competency, ethics, and professionalism allows him to seamlessly educate and advise clients in all stages of life on matters including, but not limited to, wealth accumulation, preservation and transfer, retirement planning, cash management and lending solutions, corporate investment solutions, and philanthropic endeavors.
Jonathan, born and raised in New York, has called South Florida his home for the last ten years now residing in Miami Beach with his wife, two sons and small dog. Outside of work, you can find him at the barbeque, coaching his sons’ baseball teams, hosting events for local organizations, cheering for the NY Yankees or FL Marlins or enjoying a date night with his wife.