Advice Built on experience
Chadwick J. Boles, CFP® has been a Financial Advisor since 2001. He graduated with a Bachelor of Science Degree in Civil Engineering from Auburn University in 1990. Chad had a successful career as an Environmental Engineer for 10 years. Chad attended the Georgia State EMBA program and graduated with an MBA in 2001. Chad serves on several non-profit boards including Briarwood Park Conservancy and Kids and Pros. He enjoys salt water kayak fishing and travelling with his wife, Cyn.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Atlanta |
November 2008 - Present |
Merrill Lynch |
Wealth Management Advisor |
Atlanta |
June 2001 - October 2008 |
Accomplishments
- Retirement Plan Consultant, DC Advisor
- Professional Engineer - 1996
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- Auburn University, BSCE, 1990
- Georgia State EMBA - 2001
Licenses
- Series 7, General Securities Representative
- Series 31, Futures Managed Funds
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
Personal & Community
- Kids and Pros www.KidsandPros.com
- Briarwood Park Conservancy, President www.BriarwoodParkGA.org
Registered States:
AL, CA, FL, GA, HI, IL, IN, MD, MI, NC, NV, NY, OH, SC, TN, TX