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Tony DuBose

Tony DuBose

Managing Principal

Tony DuBose is the co-founder and Managing Principal of Legacy Wealth Management. As a wealth advisor for over 20 years, he has aided individuals, families, and institutions in pursuing their financial goals. His primary goal is to understand each client’s unique needs and goals, and to advocate for his clients’ best interests. As Chief Investment Officer (CIO), he also serves on the firm’s 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 of the latest in business development, client service, and critical investment advisory activities through his annual attendance of LPL Financial’s Advisory Leaders Forum, an exclusive three-day academic experience held at such universities as Duke and Northwestern’s Kellogg School of Management.

Tony graduated from Valdosta State University in 1983. He enjoys using his aviation skills to complete humanitarian missions for various nonprofit organizations. He resides in Davie with his family.