proactive,
forward-thinking advisors
Thomas D. McKeon, CFP®
Senior Investment Executive
413-445-3526
413-445-3526
![]() Tom McKeon brings over 15 years financial and insurance experience to his role as investment executive at Legacy Portfolio Management. As a Certified Financial Planner, Tom is able to offer clients a wide range of investment, planning, and insurance services to complete other aspects of their financial plans through his dual employment with Infinex Investments, Inc. Prior to joining Legacy Banks, McKeon was a financial consultant for Citizens Investment Services and financial advisor and district manager for American Express Financial Advisors in the Boston area. Tom McKeon holds a B.S. in Industrial Management from the University of Massachusetts at Lowell.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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