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:

CA, FL, GA, IL, MI, OH, SC, TX