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Stephen Boatman

Your passion is our priority. Knowing that each client’s wealth management needs are unique, we provide customized solutions built around a deep understanding of your current situation and future goals.


128 E. Fisher Ave. ,  Greensboro, NC   704-451-7957  
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Stephen Boatman

We’ve seen that planning and investing without fully knowing a client’s passions, fears, and history results in a 40-page financial plan that gathers dust and a woefully inefficient investment portfolio. You alone get to define what makes your life rewarding; we’re here to help you get there.

I have been investing since I was 14 years old and have always had a passion for helping others understand money and teaching them the positive impact it can have if managed correctly.

I understood how wealth management and financial planning could change lives ever since I was in my teenage years thanks to my parents teaching me the financial basics and being transparent with their own money decisions – within this realization, I discovered my purpose: making a positive difference within the lives I’m surrounded by and the financial industry I work in.

When I’m not studying or at work, I enjoy spending time with my friends, being in the mountains or at the lake, and riding one of my bikes through the woods or on the road.

Leadership & Community Involvement: Adjunct professor at Appalachian State University and UNCG, Search Ministries Board Member, Bryan YMCA Board Member, 1-2-1 Mentoring mentor, President of The Bowden Investment Group 2014-2015, Member of Financial Planning Association (FPA), Member of Society of Financial Service Professionals (SFSP), Project 658, F3, Mercy Hill, Young Life.

Education & Certifications: B.S.B.A. in Finance and Banking from Appalachian State University in 2015, CFP®, Series 65 Certification, and CSLP (Certified Student Loan Professional) in 2019.

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About

Designations: CFP, CSLP

FINRA/CRD: 279753

Languages: English


Focus Areas

  • Student loans
  • Investment management
  • Retirement planning
  • Insurance