The Complete Legatus Wealth Team Jeff Loring, CFP®, CLTC, CRPS® President (781) 275-1970 (781) 275-6689 jeff@legatuswealth.com John Gunning, AIF®, CLTC Vice President, Treasurer (781) 275-1970 (781) 275-6689 john@legatuswealth.com James W. Diamond, CLU®, ChFC® Vice President, Secretary (781) 275-1970 (781) 275-6689 james@legatuswealth.com Colleen Farley, CFP®, LTCP, CLTC Vice President, Operations (781) 275-1970 (781) 275-6689 colleen@legatuswealth.com Nick Loring, CFP®, CIMA®, MBA, CRPC®, CRPS® Vice President, Portfolio Architecture & Marketing (781) 275-1970 (781) 275-6689 nick@legatuswealth.com Crystal Wild, CFP®, MBA Financial Advisor (781) 275-1970 (781) 275-6689 crystal@legatuswealth.com Michael Primiani, CFP®, AIF® Financial Advisor (781) 275-1970 (781) 275-6689 mike@legatuswealth.com Kerrie Amato Client Service Associate (781) 275-1970 (781) 275-6689 kerrie@legatuswealth.com Jamie Wilson Client Service Associate (781) 275-1970 (781) 275-6689 jamie@legatuswealth.com Connie Matheson Client Service Associate (781) 275-1970 (781) 275-6689 connie@legatuswealth.com Teams by Location:Bedford, MA Office South Easton, MA Office Warwick, RI Office Greenville, RI Office