Experience Makes all the difference

At Legacy Partners Wealth Management, we understand your priorities: maintaining your lifestyle, preserving your values, realizing your passions and preparing – as our name implies- your family to be responsible stewards of your wealth and legacy.  The team has over a century of combined experience in wealth management. This experience combined with our proactive planning framework make a difference in creating tailored solutions no matter your stage of life.  Legacy Partners integrates the intellectual capital and global resources of UBS with the best-in-class services and intimacy of a boutique investment firm.  Our reputation is built on sound advice, excellent service, strong communication, and long term client relationships. 

Andrew T. Le, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
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650-289-7078

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Andrew T. Le is a Senior Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™. He concentrates on wealth management for institutions and high net worth investors. Andrew was listed on Forbes as one of California's "Best-In-State Wealth Advisors" in 2020.  Andrew graduated from UCLA with a degree in Business Economics in 1999. He then spent the next nine years as an Investment Advisor at Morgan Stanley before joining UBS. Andrew and his wife, Donna, have two children.  He enjoys spending time with family, being active outdoors, volunteering in the community, coaching wrestling and playing competitive sports.


Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI


Barry A. Elkins

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
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650-289-7081

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Barry A. Elkins is a Senior Vice President at UBS. Barry completed the Wharton School Senior Account Executive Program in 1993. He received his BS, Business with Honors, Finance from the University of Oregon. Prior to joining UBS, he spent 28 years as a Senior V.P. at Morgan Stanley. Barry and his wife Kathy have 2 children. They enjoy traveling and many outdoor activities.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OR, TX, UT, VA, WA


Pamela J. Davies

Senior Vice President - Wealth Management
Wealth Advisor
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650-289-7038

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Pam Davies is a Senior Vice President at UBS. Pam helps clients develop strategies for Retirement and Estate Planning, Institutional Money Management, and Fixed Income. She attended University of Nevada, Reno and concentrated in business. Prior to joining UBS, Pam was with Morgan Stanley from 1984 and attended an auxiliary finance certification course at Wharton. In the past she served of the Finance Board of St. Raymond Church in Menlo Park and served on the school board in various capacities. Pam now resides in Napa near her son where she enjoys playing golf, cooking, and entertaining.


Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI


Nicholas John Hunt

Financial Advisor
First Vice President- Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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650-289-7010

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Nicholas J. Hunt, is a First Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™. He concentrates on wealth management for high net worth investors, employee stock option guidance, corporate 401(k) plans and the complex needs of business owners who are growing, transitioning or exiting their enterprise. He spent eight years as an Financial Advisor at Ameriprise Financial before joining UBS. Nicholas and his wife, Margaret, have two daughters.  He enjoys spending time with family, traveling, and volunteering.


Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OR, RI, TN, TX, VA, WA, WI


Marcus C. Jones

Financial Advisor
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650-289-7046

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Marcus has over two decades of experience in the financial services industry primarily in corporate lending, credit analysis and credit ratings at UBS Investment Bank, Moody's Investors Service and The Bank of New York.  Marcus has an impressive ability to provide insights, gauge trends and communicate the implications. He graduated from UC Berkeley and has an MBA from Columbia University. Marcus and his wife, Jean, are parents of five children. He is also Ellen's son. In his spare time Marcus is an avid runner, reader and music lover.


Registered States:
CA, DC, IL, NJ, OR, WA