Todd Purich : Legacy Private Client Services, LLC | Raleigh, NC | Cary, NC | New Bern, NC

Todd Purich

Managing Director / Financial Adviser
Office: 919.841.0640

Todd S. Purich is the co-founder and leader of LEGACYpcs today. His focus is on (1) helping high net worth families optimize their wealth resources through integrated planning, and (2) providing funding strategies involving both insurance solutions and investment services. He strives to help clients address potential inefficiencies in their planning while seeking enhancement opportunities that build upon existing successes.

Todd is the author of several articles on wealth planning issues. As a speaker, he has addressed audiences at national conferences, bar associations, and non-profit institutions.

He is a life member of the Million Dollar Round Table[1] (MDRT®) and has attained membership in the prestigious Top of the Table, International Forum. He has also been listed in the Who's Who of Business Executives in America. Todd has consistently been among the top insurance producers of the New York Life Insurance Company, regarded as one of the world's leading insurance companies. He is affiliated with Eagle Strategies LLC, a Registered Investment Advisor. Through Eagle, Todd offers independent investment advisory services and has regularly ranked as a production leader. Three times during his career, he has ranked #1 for the US-based, Eagle Managed Asset Program.

Mr. Purich is a graduate of the University of North Carolina at Chapel Hill, and the MDRT® Fast Track Institute. He furthered his professional knowledge at the New York University Family Wealth Institute, where he studied Family Office Services and various approaches to integrated Wealth Management by multiple disciplines.

At UNC-Chapel Hill, he was part of an ACC Wrestling Championship team that placed 5th in the NCAA Division 1 championships. Today he has turned his sights to triathlons, having completed nine Ironman® events.

Mr. Purich is married and has twin children. He and his wife, Jodi, have competed in several half marathons; the most recent with their son, Nathan, who had a qualifying time for the NYC Marathon. Todd and Megan, their daughter, compete in Ironman® Triathlons throughout the country.


[1] MDRT® is recognized globally as the standard of excellence in life insurance sales performance; Top of the Table represents the elite of MDRT.


Arkansas Insurance License Number 1718773 and California Insurance License Number # 0F14404 and Georgia Insurance License Number # 3008761