Team
Paul J. Mauro, CLU, ChFC is the Managing Partner of Legacy Financial Advisors, Inc. and has been in the industry for 35 years. In 1987, as the financial industry was starting to evolve, Paul started his own independent firm. Paul...
Jason is a lifetime Massachusetts resident who resides in Waltham, MA. Jason has had experience working with the senior citizen community here in Massachusetts. Proud Alum of the University of Massachusetts, Amherst...
Joan C. Boyd lives in Franklin, MA and is a Financial Representative specializing in estate strategies for working families and retirees. She also works closely with women to help them achieve their financial goals and objectives....
Jessica Cole is a Financial Advisor who focuses on helping her clients achieve their financial goals, such as retirement or funding their children's education, through comprehensive financial planning and investment management....
Tom Fisher has an MBA in Finance from Babson College and an undergraduate in Finance from the University of Massachusetts at Lowell. He has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER™ professional and is a...
Jon is a Registered Representative of Sagepoint. and is one of the original members of the Legacy Financial Advisors group when he joined the firm in 2000. During his 10 + years in the retirement and strategizing market,...
Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. Proud Alum of the University of Massachusetts, Dartmouth...
Rodrigo obtained his Bachelor's in Economics from Mackenzie University in Sao Paulo, Brazil. His professional career developed in the Finance/Banking sector...
Denise Iarrobino offers client service support to our company. Originally from Bangor, Maine, Denise moved to Massachusetts in 2014 and now resides in Clinton, MA. As a veteran to the financial industry...
Jay Song is the Financial Quantitative Analyst at our office. Originally from Beijing, China, Jay Song now resides in Shrewsbury, Massachusetts.
A recent addition to the Legacy Financial Advisors, Inc., Bill has over 27 years in the financial services industry. Bill started his career as a college intern with Northwestern Mutual in January of 1991 in Springfield, Massachusetts...