Team
Paul Mauro, CLU, ChFC
Managing Partner
Paul J. Mauro, CLU, ChFC® is the Managing Partner of Legacy Financial Advisors, Inc. and has been in the industry for over 49 years. In 1987, as the financial industry was starting to evolve, Paul started his own independent...
Matthew Pescatore, ChFC®
Managing Partner
Matthew Pescatore Sr. has been helping individuals and businesses achieve their financial goals for over 15 years, by providing Comprehensive Financial Planning to clients which includes Retirement, Estate, Insurance and Wealth...
Michael Tartarini
Branch Manager
(508) 366-1711
Michael Tartarini OSJ for Legacy Financial Advisors, Inc. With over 25 years in the financial services industry, Michael brings a wealth of knowledge to the team. He currently holds a Series 7...
Kenneth L. Moran
Financial Advisor
Kenneth L. Moran is a financial advisor with over 25 years of experience managing money for individual clients and businesses. Ken takes pride in getting to know his clients and takes the time to really understand their individual...
Edward Kiernan, IV
Financial Advisor
Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. Proud Alum of the University of Massachusetts, Dartmouth...
Jason Batista
Financial Advisor
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...
Richard J. Tartarini, AIF®
Financial Advisor
rich.tartarini@lfsadvisors.com
Rich Tartarini is a Financial Advisor with over thirty years of experience in the financial services industry. Rich has built a reputation on providing clients with integrity, work ethic, accessibility, experience and a common-sense...
Larry McHugh
Financial Advisor
William "Bill" Balint
Financial Advisor
(413) 261-7111
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...
Joan C. Boyd
Financial Representative
Joan C. Boyd, LUTCF lives in Franklin, MA and is a Financial Representative specializing in strategies for working families and retirees. She also works closely with women to help them achieve their financial goals and objectives...
Matthew Pescatore Jr
Para-Planner/ Client support specialist
Matt.pescatorejr@lfsadvisors.com
Matthew Pescatore JR. is a recent graduate of Merrimack College in North Andover with a bachelor’s degree in business administration. Previously beginning as an intern with Legacy, he is starting his full time position as a...
Cathy Portanova
Office Manager
Cathy Portanova is Office manager here at Legacy Financial Advisors, Inc. She started in the financial services industry in 1991.Cathy graduated from Norton High School in 1989 and Katherine Gibbs Administration school in 1990.She...
April Quiles
Assistant Office Manager / Client service specialist
Theresa Dunnebier
Client service specialist
Denise Iarrobino
Service Support
Denise Iarrobino offers client service support to our company. She is responsible for working with the service team.
Heather Peterson
Receptionist