Thomas offers a full history of experience in comprehensive investment planning. With 30+ years of experience in the financial services industry, Tom is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and aspirations. His immense experience through the most severe levels of volatility in the market enables him to assist clients in crafting unique portfolios designed towards specific needs and levels of risk tolerance. Thomas is a licensed wealth advisor and is able to provide a variety of financial products and services.

Graduating with a Bachelor of Science Degree in Business Administration from Boston University, Thomas worked for several years as a Branch Manager for Met Life before expanding his career to offer a wider range of financial services. Prior to creating Legacy Wealth Management in 2012, Tom worked as an advisor for Wachovia Securities and acted as First Vice President at Morgan Stanley in Providence, Rhode Island.

Thomas’ commitment to delivering high-quality, comprehensive financial advice and portfolio management is only a part of his aspirations. Tom administers scholarships at Bishop Hendricken High School in Warwick, Rhode Island, through the Claire Bartolomeo Scholarship Fund, a scholarship fund that he created in the memory of his mother.

As the son of Thomas, Anthony brings his interests and enthusiasm for finance to Legacy Wealth Management. Acting as the Chief Analyst for the firm, Anthony aims to provide quality research and input to the trading strategies of the firm. By offering diligence to Legacy Wealth Management, efficiency for client investments and financial planning has been improved. As a recent graduate of Brown University, Anthony brings an array of new ideas to Legacy. He also aims to enrich his knowledge in finance and investment management through additional studies. Anthony has obtained his Certified Financial Planner (CFP) designation and is also planning to pursue an MBA.

Jorge Flores, AIF, is based in Boston, MA, and is recognized as a dedicated leader, advisor, investor, and philanthropist. With more than 20 years of experience in financial services, Jorge specializes in providing tailored solutions for: startup founders, closely held businesses, and high-net-worth individuals and families. Distinguished by a decade of seasoned commercial banking experience and an acute ability to synthesize complex scenarios, Jorge sets himself apart as a trusted advisor.

Jorge’s clients can always count on his unwavering guidance and unbiased advice in investment management, tax strategies, strategic business direction, risk management, comprehensive financial and legacy planning, and expert consultancy for various financial vehicles- including corporate defined contribution plans and executive compensation strategies. Jorge is also experienced in advising international clients on cross- border transactions and businesses looking to internationalize.

As an Accredited Investment Fiduciary (AIF), Jorge guarantees his clients adept financial counsel as a devoted fiduciary. With this certification, Jorge commands a comprehensive understanding of fiduciary best practices, enabling him to prioritize his clients’ interests above all else. This dedication to ethical standards and responsible investment strategies fosters trust and confidence, assuring clients that their financial objectives remain the focal point of every decision. Jorge takes pride in his personalized approach, crafting bespoke strategies that seamlessly align with each client’s unique goals.

Beyond his professional achievements, Jorge volunteers for HLX+, a non-profit organization empowering the next generation of talented Latinx professionals. Additionally, Jorge serves on the US Advisory Board of his alma mater, Leysin American School in Switzerland, co-chairing the finance and scholarship committees.

Outside of his wealth management pursuits, Jorge and his wife, Sofia, find joy in an active lifestyle, enjoying tennis, hiking, mountain biking, and exploring international cultures and gastronomy through travel.

Joan works diligently and prudently to develop and maintain strong and advantageous relationships with all of our clients. As the Branch Manager of our offices, Joan oversees office management and account matters. With passion, Joan will assist all client needs and act to bring convenience to the client.

After graduating from the University of Rhode Island with a Bachelor of Arts degree in Political Science, Joan proceeded to earn her Juris Doctor degree from Suffolk University School of Law in Boston, Massachusetts.

For nearly three decades, Joan practiced law in the State of Rhode Island, specializing in estate planning. In addition to serving as an attorney, Joan served for six years as the Probate Judge for the Town of Narragansett, Rhode Island. Her vast experience allows Joan to bring a unique skill set to Legacy Wealth Management.

In 2011, Joan opted to make a significant career change, as she decided to join Thomas’ team at Morgan Stanley as a financial advisor. When the two decided to create Legacy Wealth Management in 2012, Joan assisted in the move and creation of the new enterprise.