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

Lee R. Boughner, CFP®, CLU, CIMA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
Certified Investment Management Analyst (CIMA®)

phone

772-283-8201 ext. 6612
772-223-6612





address

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


Insights

 
 
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.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the third quarter.

Art Cashin on the markets

Top of the Morning daily podcasts