Tony Dubose, Aif® Email & Phone Number

Tony DuBose, AIF® is the Managing Principal and Chief Investment Officer of Legacy Wealth Management. Tony has assisted individuals, families, and institutions in pursuing their financial goals for over 27 years. His primary goal as a wealth advisor is to understand each client’s unique needs and goals and to advocate for his clients’ best interests. He is Chief Investment Officer of the firm, working with the investment committee to determine and execute key investment strategies. “As an avid pilot, I relate much of flying a plane to investment management. Both are about knowing, understanding, and mitigating risks. Both are about keeping calm and alert in moments of sudden change. And both are about getting to where you want to go.” Tony enjoys expanding his knowledge in critical investment advisory and financial planning activities through continued education by attending key conferences and industry education programs. Tony graduated from Valdosta State University in 1983. He enjoys using his aviation skills to complete humanitarian missions for various nonprofit organizations. He serves on the board of the NSU Halmos College of Arts & Sciences and Guy Harvey Oceanographic Research Center Dean’s Development Council. Tony also serves as a board member of Gilda’s Club of South Florida and is a member of Entrepreneur Organization.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Investment advice offered through LWM Advisory Services LLC., a registered investment advisor. Legacy Wealth Management, Inc. and LWM Advisory Services LLC., are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

Listed skills include Securities, Retirement, Strategic Financial Planning, Wealth Management, and 17 others.

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  Valdosta State University

  Bachelor'S Degree