Josh Stamm

Josh Stamm

Senior Partner, Investment Advisor

Office: 434-266-1214
Fax: 434-266-2001

Josh has been married to his wife Dawn more than30 years. They have two children, Logan and McKenna.  Logan and his wife Casey live in Pittsburg, PA with their child, Mabel.  Logan is part of a small family owned contracting company and Casey teach private music lessons.  McKenna lives in Nashville and is pursuing a career in music. She enjoys working at the Grand Ole Opry and loves giving guided tours to visitors.  Dawn is a busy mom and grandmother and loves working with Legacy when things get a bit busy. 

Josh graduated from Liberty University in 1997 with a degree in Political Science.   After serving as a financial advisor while managing the local UBS and Merrill Lynch offices respectively, Josh is excited to resume his first love- a sole focus on his client’s needs.  With 20+ years of industry experience, he enjoys applying a discovery process that is natural and comprehensive where the client's goals and needs are put at the heart of the plan. 

Josh is active in a number of charitable organizations and believes deeply in connecting with the local community.  He also specializes in assisting business owners with formulating a transition process, as well as, assisting in many of the areas of finance that are unique to the small business community.