Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400
Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920

Leonard Coris

Leonard Coris

Investment Advisor Representative

founded his firm while he was a business school student at Massachusetts Institute of Technology. He received his Master's Degree in Finance from the M.I.T. Sloan School of Management in 1970, and was one of the first to earn both an M.S. in Financial Services and a Chartered Financial Consultant (ChFC) designation from The American College. Mr. Coris is also a Qualified Financial Planner (QFP), an Accredited Estate Planner (AEP),and a Chartered Life Underwriter (CLU).

Mr. Coris has been providing personal financial planning and wealth management services for more than forty-nine years. He is the president of Watermill Advisory Services, Inc., an investment advisory firm, and is also separately registered to sell securities through Royal Alliance Associates, Inc., a national independent registered broker-dealer.

Mr. Coris is listed in Who's Who in American Finance and is an emeritus member of the National Association of Estate Planners and Councils.  Len is a founder of the Tucson Medical Center Healing Art Program; a
Arts Board at the University of Arizona; has served on the boards of Social Venture Partners Greater Tucson and the Arizona Theatre Company; has been a member of the Financial Health Advisory Council of the Carondelet Foundation; and is actively engaged with several other local non-profit organizations.  His professional accomplishments include numerous awards and designations, including selection as an Emeritus member of the Forum 400 and as a member of the Association for Advanced Life Underwriters.

Phone 520-733-0777
Fax (520) 844-3003
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck