Steven Boles
Vice President, Financial Advisor
Experience
- Working in the financial services industry since 2005
- Currently focused on providing comprehensive wealth management including retirement planning as well as investment and insurance management
Education
- Belmont University, BBA
Professional Affiliations
- FINRA Series 7, 63, 66 (BrokerCheck)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Life, Accident, Health and Variable Contract Licenses
Community Involvement
- Board Member, FiftyForward Investment Committee
