Tony Leonardo

Tony Leonardo Email and Phone Number

Financial Services Representative at Baystate Financial @ Baystate Financial
massachusetts, united states
Tony Leonardo's Location
Milton, Massachusetts, United States, United States
Tony Leonardo's Contact Details

Tony Leonardo personal email

n/a

Tony Leonardo phone numbers

About Tony Leonardo

Tony Leonardo is a Financial Services Representative at Baystate Financial at Baystate Financial. He possess expertise in mutual funds, investments, alternative investment strategies, direct participation programs, coaching and 1 more skills.

Tony Leonardo's Current Company Details
Baystate Financial

Baystate Financial

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Financial Services Representative at Baystate Financial
massachusetts, united states
Website:
baystatefinancial.com
Employees:
480
Tony Leonardo Work Experience Details
  • Baystate Financial
    Financial Advisor
    Baystate Financial 2007 - Present
    100 William St Wellesley, Ma 02481
    As an advisor, Tony's focus is to provide comprehensive investment management, wealth transfer solutions, personal retirement planning, and retirement income strategies to high net worth individuals and business owners. He is also active in the corporate marketplace providing corporate retirement plan services such as retirement plan design, installation, and service, 401K fee benchmarking, provider searches, and employee education.Tony holds Series 7,63, and 65 securities licenses as well as Life, Accident and Health Insurance licenses.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. member SIPC (www.sipc.org). Supervisory address: One Marina Park Dr.,16th Floor, Boston, Ma. 02210. 617-585-4500
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  • Capital Analysts Of Ne
    Financial Advisor
    Capital Analysts Of Ne Jan 2003 - Dec 2006
  • New England Financial
    Investment Specialist
    New England Financial 1983 - 2003

Tony Leonardo Skills

Mutual Funds Investments Alternative Investment Strategies Direct Participation Programs Coaching Advisory Services

Tony Leonardo Education Details

Frequently Asked Questions about Tony Leonardo

What company does Tony Leonardo work for?

Tony Leonardo works for Baystate Financial

What is Tony Leonardo's role at the current company?

Tony Leonardo's current role is Financial Services Representative at Baystate Financial.

What is Tony Leonardo's email address?

Tony Leonardo's email address is tl****@****ial.com

What is Tony Leonardo's direct phone number?

Tony Leonardo's direct phone number is (781) 239*****

What schools did Tony Leonardo attend?

Tony Leonardo attended Bowdoin College, Framingham South Hs.

What skills is Tony Leonardo known for?

Tony Leonardo has skills like Mutual Funds, Investments, Alternative Investment Strategies, Direct Participation Programs, Coaching, Advisory Services.

Who are Tony Leonardo's colleagues?

Tony Leonardo's colleagues are Jeffrey Rifkin Lutcf, Shawn Callahan, Theodore Svirbly, Dad Rifkin, Mary Beth Saunders, Persis Z., John Sbrogna.

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