Our Team

Financial Advisor
CEO, Partner

545 Delaney Avenue, Suite 4
Orlando, FL 32801
407-472-4162 phone
407-472-4170 fax
elisabeth@legacy-capitalgroup.com

Elisabeth Sockalosky Davis - born and raised in Central Florida, entered into the financial services industry in 1989, prior to forming Legacy Capital she worked in banking and at two of the largest wire houses in the industry. While working full time, she graduated from Polk State College with a degree in Financial Services and successfully completed the Financial Planning Certificate Program at UCF. She also passed the General Securities Representative, Uniform Securities Agent State Law and Uniform Investment Advisor Law examinations and earned her Life, Health and Variable Annuities Agent License.

Elisabeth is married to Jim Davis, a retired Deputy Chief of the Winter Haven Fire Department with 41 years of service in the fire industry.

Financial Advisor CFP, CIO, Partner

545 Delaney Avenue, Suite 4
Orlando, FL 32801
407-472-4173 phone
407-472-4170 fax
richard@legacy-capitalgroup.com

Mac is a graduate of Florida Southern College with degrees in Finance and Marketing. Prior to forming Legacy Capital, LLC., Mac served as Resident Director of one of the largest wire house offices in the financial services industry. Mac holds the Certified Financial Planner(tm) designation and leads the teams Wealth Management Practice. He also passed the General Securities Representative, General Securities Sales Supervisor and Uniform Combined State Law examinations and earned his Life, Health and Variable Annuities Agent license. Mac enjoys hunting, fishing and spending time with his family and friends.