Christopher Boyd
Financial Advisor - Stifel
- Role
- Financial Advisor - Stifel at Stifel Financial Corp.
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Christopher Boyd
In his role as a Financial Advisor, Chris is passionate about helping clients identify and prioritize their financial objectives. He works closely with a wide array of clients, ranging from high net worth individuals, to small businesses, to individual families who are just beginning to set their financial goals. He prides himself in building long-term relationships with clients and advising them step by step throughout the financial planning process. Chris focuses on creating personalized wealth management strategies for each individual client. He takes a tailored, goal driven approach to addressing their financial needs. He does this by listening to his clients and taking the time to understand all of the financial concerns they carry with them. Once their goals are set, Chris uses a unique blend of fundamental and technical analysis to develop asset allocation models for both fixed income and equity portfolios. Chris earned his Bachelor of Science degree in Finance from Providence College and holds Series 7 and 66 securities licenses. Outside of work, Chris enjoys outdoor activities such as fishing, golf and softball. Chris lives in South Boston and loves to spend time with his girlfriend and golden retriever on Cape Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
Experience
Financial Advisor - Stifel
Mar 2022 — Present · Boston, MA, US
Education
Providence College
Bachelor's degree
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