Boaty has served clients in the financial services industry since 2001 and has attained his Chartered Life Underwriter® and Chartered Financial Consultant® designations. Boaty focuses on developing strategies for successful companies, families and individuals. His approach to wealth management is ...more

Boaty has served clients in the financial services industry since 2001 and has attained his Chartered Life Underwriter® and Chartered Financial Consultant® designations. Boaty focuses on developing strategies for successful companies, families and individuals. His approach to wealth management is consultative, objective and committed to excellence. Boaty strives to become a trusted advisor to each client in their pursuit of personal, financial and professional success through identifying goals, prioritizing financial needs and implementing a comprehensive plan that is reviewed routinely. He is a graduate of The University of South Carolina. Past and current board memberships include The Henderson County Chamber of Commerce Small Business Committee, The Henderson County Chamber of Commerce Ambassador's Committee, The Henderson County Education Foundation, The Charlotte Mechlenburg Neighborhood Matching Grants Board, and Charlotte Latin Alumni Board. Boaty and his wife, Christie, reside in Hendersonville, North Carolina with their two Children. Together, they all enjoy spending time with family, being involved in the community, traveling to the Florida Keys and playing golf.less