Legacy Wealth Partners
Tommy Morgado is a seasoned financial professional with extensive experience in the financial services industry. Currently employed at Legacy Wealth Partners since June 2021, Tommy has a background that includes positions at American Heritage Financial, LLC as a Senior Financial Professional and Alliance Financial Group as an Agent. Prior experience encompasses roles at Prudential Financial as a Financial Professional Associate and MassMutual as a Financial Services Professional, focusing on custom financial strategies and client relationship development. Earlier in Tommy's career, roles as a Regional Account Manager at Granite Telecommunications and Wealth Management Advisor at Transamerica further enhanced financial acumen. Tommy also served as the Director of Operations at Truli Luli, Inc., leading a high-volume emergency roadside assistance service. Educational background includes participation in AFS Intercultural Programs USA.
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Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing