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.
Financial Advisor
Evan Fabricant
CLU®, ChFC®, RICP®
Evan Fabricant is a financial advisor focused on helping his clients reach their financial and personal dreams. Whether it is planning for their pending retirement or exploring efficient strategies to pass their wealth to the next generation, Evan 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 in the Million Dollar Roundtable.
Evan is the Former 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 was awarded by The Society of Financial Service Professionals and recognizes financial services professionals who have shown exemplary commitment to their community and industry leadership. Evan is a firm believer in Professional Education and holds the following designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations through the American College of Financial Services.
Evan is involved as a merit badge counselor with his son’s Scout Troop 544 in Mechanicsville, Virginia. Evan is also an active member of Shady Grove United Methodist Church in Mechanicsville, Virginia and enjoys being part of various ministry programs. Evan is most proud of his wife, Tracy, who has been supportive of his professional career since the very beginning and their teenage son and daughter. Evan is grateful for the opportunity to serve his clients and community.
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Telephone: 804-539-7345
email: evan@legacypartnersus.com
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 together with their son they live in Rockville along with their Yorkie, In his spare time, Adam enjoys golfing, exercising, and spending time with family and friends.
Telephone: 804-385-1442
email: adam@legacypartnersus.com
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 25 years ago. Sheri won many marketing awards, including 2 Addy’s at the Houston Chronicle, and “Sales Person of the Year” the Richmond-area BNI. She was past social director at the Society of Financial Professionals of Richmond.
She has two grown daughters and lives in Mechanicsville, VA.
Telephone: 804-248-8808
email: sheri@legacypartnersus.com
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.
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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.
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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
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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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