A plan tailored for you For the goals you want to accomplish

Lee R. Boughner, CFP®, CLU, CIMA®

Senior Vice President - Wealth Management
Chartered Life Underwriter (CLU®)
Certified Investment Management Analyst (CIMA®)


772-283-8201 ext. 6612


712 SE Ocean Blvd
Ground Floor
Stuart, FL 34994

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.

My perspectives


Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

Art Cashin on the markets

Top of the Morning daily podcasts