Thomas Moriarty is a Senior Wealth Strategist for Legacy Wealth Advisors. Possessing a keen analytical background, he has worked in the financial services industry for eight years and holds a Certified Investment Management Analyst® designation administered by the Investments & Wealth Institute (formerly IMCA). He has been exposed to a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors.
Prior to joining Legacy Wealth Advisors, Thomas was a Senior Investment Analyst at a boutique financial institution, based in South Florida, which focused on servicing high net worth individuals within the community. During his time there, he focused on crafting tailored financial plans and investment solutions, incorporating the client’s liquidity needs, time horizon and risk profile. Additionally, he was instrumental in the manager due diligence process and asset allocation construction.
Thomas earned his Bachelor of Science degree in Finance from the University of Florida and is currently a candidate for the Certified Private Wealth Advisor® designation. Having started his career at an international bank in Nicaragua, he has a working proficiency in Spanish.