Tony DuBose, AIF®
Tony DuBose, AIF®, is the co-founder and Managing Principal of Legacy Wealth Management. Tony has assisted individuals, families, and institutions in pursuing their financial goals for over 20 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 (CIO) 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 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 also serves on the Board of the Circle of Friends of the NSU Alvin Sherman Library. He resides in Davie with his family.