Financial

Gregory

Tammy Surratt, president of Legacy Wealth Group announced that Jacqueline Gregory has joined the Naplesbased family office. In her new position, Gregory will assist in portfolio monitoring and construction in coordination with the portfolio management team. Gregory graduated from Florida Gulf Coast University with a Bachelor of Science in finance and received a Master of Science in finance from Florida International University. Prior to joining Legacy Wealth Group, she interned with Key Private Bank & Trust in Fort Myers where she served the financial management needs of high net-worth families.