Ricky Dukes
CEO / Founder
Ricky is the founder of The Legacy Financial Group, a financial firm committed to helping families make wise, customized decisions that reflect the life they’re building, not just the money they’re saving.
Based in the Charlotte-metro area, Ricky partners primarily with nurses and healthcare professionals, guiding them through retirement planning, investment strategy, and income protection with clarity, honesty, and empathy.
He believes financial strategies should be simple, personal, and built to last...focused on relationships, not transactions.
Clients don’t just walk away with charts and numbers.
They walk away with a financial strategy…built around their goals, their family, and their future.
Ricky lives in North Carolina with his wife, Melissa, and their six children.
His mission is simple:
To help people live better lives today while building a legacy for tomorrow.
Karly Stokes
Executive Assistant
Karly Stokes is an executive-level strategist, and the founder of several health brands. With over a decade of experience in operations, brand development, and strategic consulting, Karly brings unmatched energy and vision to everything she touches. Karly has her Masters in Health Administration from George Washington University. She also is a Licensed Insurance Agent in the State of South Carolina.
When Karly is not wearing multiple hats, you’ll probably find her watching a bit of “trash TV,” laughing with her family, walking with her two fur babies, or dreaming up new ways to build legacy-minded brands.
Dukes Family
Our Legacy
Meet Ricky and Melissa Dukes, who first crossed paths in high school and now share the joy of raising six wonderful kids. Ricky, the owner of The Legacy Financial Group, and Melissa bring over 20 years of combined experience in the financial industry to the table. Passionate about helping families secure their futures, Ricky and Melissa are focused on building a legacy that lasts, ensuring financial stability and prosperity for generations to come.
Their expertise and dedication make The Legacy Financial Group a trusted resource in their community.