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Tony DuBose, AIF®

Tony DuBose, AIF®

Managing Principal

Tony DuBose is the co-founder, Managing Principal and Chief Investment Officer (CIO) of Legacy Wealth Management. Tony has assisted individuals, families, and institutions in pursuing their financial goals for over 25 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 critical investment advisory and financial planning activities through continued education by attending key related conferences and industry education programs.

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 and Gilda’s Club of South Florida and is a member of Entrepreneur Organization (EO).