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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...

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Jason is a lifetime Massachusetts resident who resides in Brighton, MA. Jason has had experience working with the senior citizen community here in Massachusetts. Bachelor of Economics, University of Massachusetts Amherst (May, 2002)...

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Joan C. Boyd lives in Franklin 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....

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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....

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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...

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Jon is a Registered Representative of SII Investments, Inc. 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,...

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Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. University of Massachusetts Investment Advisor Representative with SII Investments, Inc., an SEC registered...

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Nancy Kilty is a Financial Planner whose focus is helping individuals and small businesses achieve their retirement goals through effective estate, financial, and business planning. Completed Northeastern University’s CERTIFIED...

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Has a Bachelor's in Economics from Mackenzie University in Sao Paulo, Brazil (December, 2008). His professional career has developed in Finance/Banking sector in Brazil. Rodrigo lives in Northborough, MA. Rodrigo will be assisting...

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Nathalia Vieira is the operations manager at our office. She is Brazilian and has been living in Massachusetts for over 15 years of her life, residing in Framingham, MA....

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