Tony Whitbeck, CEO
Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.
Todd Doherty, Vice President
Todd Doherty serves as Vice President for Advisor Legacy, where he helps advisors navigate the entire M&A process from start to finish. With over 15 years of senior leadership experience in financial advisor firms, Doherty knows first-hand what it takes to grow a successful practice. His specialties include growing practice value, succession and acquisition strategy and planning, business valuation analysis, and operations. Doherty works closely with his team to help advisors make smart decisions and successfully execute practice sales and acquisitions.
