Verified
Caleb Boy serves as an Associate Advisor for Wealth Strategies Partners and works with clients on an individual basis to create customized, strategic financial plans that are tailored to their unique needs. He loves helping his clients feel better about their financial plan through comprehensive and effective financial planning. Prior to joining the practice, Caleb spent two years at Hall Financial Advisors where he assisted with investment portfolio management, investment research analysis, client engagement events and administrative tasks. He also spent two years as a personal finance teacher and football coach in both Davidson and Wilson Counties. Caleb earned his bachelor’s degree in finance from Marietta College, where he served as captain of the football team. He subsequently earned his master’s degree from Tennessee State University. Caleb grew up in small town Carlisle, Ohio, and enjoys golfing with his friends, watching his favorite football team, the Miami Dolphins, and exploring Middle Tennessee with his wife, Mia!
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
05/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (Nashville TN)
BOTH
Issued 01/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Caleb Boy is the right advisor for you? Invested Better is here to help.
