Barbara A. Richardi 

Director, Client Services

T: 781.380.1015
F: 781-380-1065
brichardi@legacyia.com

Barbara Richardi is the Director of Client Services for Legacy Investment Advisors, Inc.. She is responsible for all aspects of client service, as well as the day to day operation of the office and its staff. She sets the guidelines for the preparation, review and processing of all client enrollments of multi-life and multi-disability income cases, as well as the underwriting of all individual cases. Her responsibilities also include the supervision of all staff members involved in these processes. Barbara is extremely detail oriented and has a keen ability to foresee potential problem areas in all the projects she is involved in . She has developed close personal relationships with key contacts of the numerous carriers we do business with, which is crucial in this industry. She has 13 years of client service experience while working with Legacy Investment Advisors, Inc., The Westport Group, HRH, Willis and Westport Worldwide.

Prior to this, Barbara was a Series 6 registered representative for Fidelity Investments. She was originally hired by Fidelity to launch their broker-dealers; Fidelity Distributors Corporation and Fidelity Brokerage Services. She was the Manager of Fidelity’s Registration Department and it’s 11 employees, which had the responsibilities of licensing the broker-dealers, registered representatives as well as the registration and sales monitoring of all of the Fidelity Funds registered in the US and Puerto Rico.

Barbara was also Assistant to the Director of the Massachusetts State Securities Division and was the testing coordinator between the North American Securities Administrators Association and the NASD for the piloting sessions for the birth of the NASD’s Central Registration Depository (CRD).

Christopher R. Kristian

Executive Vice President
and Managing Director

T: 781.380.1017
ckristian@legacyia.com

As part of the Executive Benefits team, Chris specializes in the analysis and planning of supplemental executive benefits. With his expertise in this area, Chris leads his clients through the complicated issues that surround executive benefits plans. Chris also has a keen understanding of private client services and extends tailored programs to individual executives.

Chris is the founder and President of Legacy Investment Advisors, Inc., a firm that focuses on core asset management strategies for high net worth individuals. Chris began his career with Commonwealth Financial where he specialized in working with executives, professional athletes and business owners to provide them access to high quality wealth preservation and intergenerational wealth transfer planning strategies.

Chris is a member of the National Association of Insurance and Financial Advisors, Plymouth and Norfolk County Estate Planning Council and the Million Dollar Round Table. He has been the recipient of numerous industry awards and has presented lectures in the uses of Executive Benefits and Estate Funding to trade and professional groups. He has also been a featured guest on Financial talk shows. Chris has also been quoted in national and local publications including the Wall Street Journal, Providence Journal Bulletin, The Atlanta Constitution, and The Denver Post. He was recently recognized by Insurance news.net as one of the top advisor in the industry.

Prior to the financial services industry, Chris had a successful career as a US Army Infantry Officer, serving in some of the Army’s most elite units. The qualities of honesty and integrity that allowed him access to these elite units have provided him with the ability to objectively create appropriate strategies for his clients.