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About Our Team

With over 90 years of combined experience in the advanced life underwriting, investment, and group benefit professions, we offer an extensive combination of knowledge that is designed to support both individual clients as well as their professional advisors. We take great care in collaborating with you to craft a financial plan designed to help you achieve your vision for your financial future, with trusted guidance, patience, and long-term perspective.

Legacy Partners - Evan Fabricant
Financial Advisor 
Evan Fabricant
CLU®, ChFC®, RICP®

Evan Fabricant is a financial advisor focused on helping his clients reach their financial dreams. Whether it is planning for their pending retirement, or exploring efficient strategies to pass their wealth to the next generation, he has the experience and resources to help provide cutting-edge solutions with his client's objectives being placed at the center.

 

Evan is a founding member and enthusiastic about the collaboration of professionals that Legacy Partners brings to the table for their clients. 

 

Evan entered the financial services industry in 1997.  He began his career in Richmond, Virginia with Financial Services of Virginia, which was affiliated with New England Financial. In 2003, Evan joined his current broker-dealer MML Investors Services, LLC.  He has built a successful practice where he has the current distinction of Top of the Table Membership of the Million Dollar Roundtable. 

 

Evan is the President of the Richmond Chapter of the Society of Financial Service Professionals. He was named as a national recipient of the Paul Mill’s Scholarship which is awarded by The Society of Financial Service Professionals and recognizes financial services professionals who have shown exemplary commitment to their community and industry leadership.  He is a firm believer in Professional Education and holds the following designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and recently received his Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services.

 

Evan is the Chartered Organization Representative of his son’s Scout Pack 544 in Mechanicsville, Virginia. He is most proud of his wife of twenty-three years, Tracy, and their son and daughter. Evan is grateful for the opportunity to serve and brings his experience and knowledge to the community.

 

Telephone: 804-539-7345
email: evan@legacypartnersus.com

AR Insurance License #1963582 Domicile: VA

Legacy Partners - Sheri Sullivan.
Life Insurance
Client Relationship MGR.
Sheri Sullivan

Sheri began her career in marketing and promotions in 1984 before joining Legacy Partners in 2017. She grew up just outside of Washington, DC in Silver Spring, MD where her family owned a pharmacy and even delivered prescriptions to customers’ homes.  Sheri learned at an early age the importance of exceptional customer service and the Golden Rule, “Treat everyone the way you want to be treated”.

 

Sheri graduated, with a BFA, cum laude from Florida State University where she received a communications degree and ran track. She worked for many national and regional clients, while at marketing agencies in several states before settling in Richmond where she built her own successful advertising agency over 20 years ago. Sheri won many marketing awards, including 2 Addy’s in 2000 for Houston and 2014 for Richmond, “Sales Person of the Year” for both the Houston Chronicle and the Richmond-area BNI.

 

She currently is the Executive Director of the Society of Financial Service Professionals and Marketing Chair for Bike/Walk Hanover. She has two grown daughters and lives in Mechanicsville, VA.

 

Telephone: 804-762-5419

email: sheri@legacypartnersus.com

Legacy Partners - Adam Donohoe
Financial Advisor
Adam Donohoe

Adam Donohoe is a financial advisor focused on helping families establish their financial foundation. He also advises closely held businesses with business succession strategies and the retention of their employees. Adam is an integral part of the Legacy Partners Team and is excited to be part of this collaboration to meet and exceed the needs of his clients.

 

Adam entered the Financial Services Industry right after graduation from Randolph Macon College. is when he became associated with his current broker-dealer MML Investors Services, LLC.

 

Adam grew up in Hanover County, Virginia. Growing up, Adam was fortunate to attend Benedictine College Preparatory where he was a member of the JROTC program. is program helped to provide the foundation for his strong work ethic and desire to serve his clients and the

community.​

 

Adam is married to Emily and they live in Rockville with their Yorkie, Minnie. In his spare time, Adam enjoys golfing, exercising, and spending time with family and friends.

 

Telephone: 804-385-1442
email: adam@legacypartnersus.com

Legacy Partners - Alan Fabricant
Financial Professional
Alan Fabricant
RFC

Alan Fabricant, RFC, has been in the Financial Services industry for over 40 years. Alan began his career with CIGNA Corporation in 1977 where he was a life member of their Honor Table Society as well as a life member of the Investment Leaders Club. At CIGNA Alan specialized in working with closely held business owners in guiding them through strategies on how to pass their business to key employees, management, and in many cases owner's children. Alan strived to work as a planning team with the owner's accountant, attorney, and other trusted professionals.

 

In 1988, Alan joined The Guardian Life Insurance Company and continued to advise business owners, executives, and retirees on accumulation and distribution strategies in the event of retirement or need for long-term care planning. Alan was a member of the Leader's Club and a member of the President's Council, as well as Life and Qualifying Member of the Million Dollar Round Table.​

 

In 2008, Alan joined Metlife where he mentored new associates and taught classes on Estate, Business, and Retirement Planning. In addition, Alan provided continuing education for Financial Service Professionals and CPA's. Since 2013 Alan has been affiliated in the same capacity with Legacy Partners. 

 

Alan received his undergraduate degree from The University of Toledo and a Master's Degree from Long Island University. Alan is an active member of The Professional Legacy Advisors and the Business and Professional Council of Federation of Palm Beach County, The Palm Beach Association of Insurance and Financial Advisors, and The Palms West Estate Planning Council. In addition, he is currently volunteering with the Crohn's and Colitis Foundation of Florida. 

 

In his spare time, Alan enjoys traveling with his wife Ellen of 52 years and visiting with his children and grandchildren. Alan is also an avid photographer and enjoys shooting Polo Matches and Horse Jumping in Wellington, worldwide travel, and college football for the University of Miami and many of the visiting teams.

 

Telephone: 561-319-7412

email: alfabfinancial@gmail.com

Tree Lined Path

Licensing

Our principal Evan Fabricant has both the CLU® and ChFC® designations. Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®)

 

Chartered Financial Consultant - Advanced Financial Planning- Comprehensive financial planning

 

The Chartered Financial Consultant® (ChFC®) This designation has a core curriculum that focuses on various areas of personal financial planning. This is often taken by individuals seeking in-depth knowledge of both financial planning and insurance.

 

Chartered Life Underwriter® - Life Insurance, both personal and business The CLU® is widely considered to be the most respected insurance designation in the industry. This designation was created in 1927 by the American College in Bryn Mawr, Pa. The CLU®; has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes. 

We have individuals licensed to sell Insurance Products in:

FL, GA, MD, NC, NJ, NY, SC, VA Evan Fabricant - AR Insurance License #1963582 We have individuals licensed to sell Securities in: AR, DC, FL, GA, MD, MT, NC, NJ, NY, PA, TX, VA 

We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.

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