Planning is the doorway to what's possible



Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps me learn all I can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, I can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that mean so much, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

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Lee R. Boughner, CFP®, CLU, CIMA®
Senior Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
Certified Investment Management Analyst (CIMA®)

712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994
772-283-7190
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