Legacy Wealth Management: Thomas Bartolomeo

Image of Thomas Bartolomeo

Thomas Bartolomeo

Managing Partner

Phone: 561-609-4525 
Fax: 561-609-4556 
E-mail: 

Tom provides comprehensive investment planning.  If a working relationship is developed, he can work with you to help achieve your goals.

Tom has 24 years of experience in financial services and is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help his clients structure balanced portfolios to address their specific financial goals. That is why he works with you, one on one, to design investment strategies targeted to your specific needs and goals. Tom is registered to provide a variety of financial products and services.

Before joining The Harvest Group in 2017, Tom worked with Wells Fargo Advisors for seven year, before which he was First Vice President for Morgan Stanley, my employer of four years. He holds a Bachelor’s of Science Degree in Business Administration from Boston University and worked for several years as a Branch Manager for Met Life before making a career change to financial services.

Tom’s commitment to deliver, comprehensive financial advice and portfolio management with the highest level of personal service and professional integrity, also carries over to his involvement with his local community. He is active with the Narragansett Chamber of Commerce, and administers the Claire Bartolomeo Scholarship which was created in memory of my mother.

Tom lives in Delray Beach, Florida with his wife, Joanna and their two sons, Anthony and Justin. He enjoy fishing and golfing, along with all the various activities my family is involved with.

 

Tom is registered in:  AZ, CA, CO, CT, FL, MA, MD, ME, NC, NY, OH, RI, TN, TX, VA

Contact Legacy Wealth Management

7700 Congress Ave Suite 1136
Boca RatonFL 33487   
Phone: 561-609-4525 Toll Free: 855-828-5221
Fax561-609-4556

©2018 The Harvest Group Wealth Management, LLC. All rights reserved.   |   Powered by Sales Renewal   |   Admin Login   |   Legal