Principal SJ Boyle Wealth Planning LLC
January 2011 to Present
Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.
Financial Advisor October 2007- December 2010
Morgan Stanley Smith Barney
Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.
Financial Advisor June 2004- September 2007
Chittenden Securities
Financial Adviser January 1983- July 1994
Cigna Individual Financial Services
"Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.
