Tony Leonardo - CLU^®, ChFC^®

Investment Specialist

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (617)585-4500
Fax: (617)369-9040

Tony began his career in the financial services industry in 1981 and joined New England  Financial as an investment specialist in 1983.  Prior to joining Baystate Financial Services, Tony also served as president of financial services at Burgin Platner Hurley Insurance Agency, a prominent property and casualty insurance agency in Quincy, Massachusetts. 

Tony’s business focus is in helping businesses and high net worth individuals in the areas of: 
• Personal Wealth Management
• Retirement Plan Design and Investment Strategies
• Retirement Distribution Strategies 

Tony has been active in his community having served on the boards of the Catholic Alumni Soladity of Boston and the Milton Youth Hockey program.  He also served for many years on the Parent Leadership Committee of the Newton Country Day School and was co-chair of the  Xaverian Brothers High School Annual Gala.   

Tony is a 1974 graduate of Bowdoin College and holds the Chartered Financial Consultant and Certified Life Underwriter designations from the American College.   Tony resides in Milton, Massachusetts with his wife, Janet, and their three children, Eileen, Michael, and Jon.