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