About Us
Legacy Wealth Management
At Legacy Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Legacy Wealth Management, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Christopher L. Banks
Christopher has over 15 years of experience in the financial services industry. He understands the importance of developing customized strategies for each client based on their needs and goals. Chris aims to be a champion for servicing business owners. He aspires to help better understand their financial needs by aligning their business goals.
Christopher is committed to his personal development and advanced training as a Financial Advisor. In 2012, Christopher received a degree in Business Finance, which made him a 1st generation college graduate in his family. He also received the CEPA Designation (Certified Exit Planning Advisor) in November 2020.
It is an honor and privilege to have the opportunity to serve in an industry that impacts the lives of present and future generations. Being a Financial Advisor is very rewarding because it gives me the ability to help build, manage, and protect my client’s wealth through all of life’s transitions.
Since his arrival to the Queen City, Christopher has been very active in the community. Volunteering for many charitable organizations and serving on the board for Charlotte Housing Authority Scholarship Fund. In 2015 he welcomed his first child, a beautiful baby girl named Kennedi Banks. She serves as a constant reminder of the importance of family and how our work impacts our clients. In his spare time, he enjoys playing basketball, golf, exercising & reading.
