Roger Boyd
Senior Vice President-Wealth Management & Portfolio Manager-Portfolio Management Program at UBS Financial Services Inc.
- Role
- Senior Vice President-wealth Management & Portfolio Manager-portfolio Management Program at UBS
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Roger Boyd
I have been helping clients plan and execute for financial success for over 35…
Experience
Senior Vice President-wealth Management & Portfolio Manager-portfolio Management Program
Feb 2008 — Present · Naples, FL, US
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
1990 — 1992
The Wharton School
Investment Consultant, Portfolio Management
1998 — 1999
Cochranton Jr. Sr. HS
College Prep
1968 — 1972
Gannon University
Bachelor of Science (BS), Accounting and Finance
1972 — 1976
Skills
- Philanthropy
- Series 7
- Risk Management
- Asset Allocation
- Wealth Management
- Business Succession Planning
- Wealth Protection Planning
- Series 63
- Risk Averse Investing
- Retirement Planning
- Customized Portfolio Management
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