After 15 years of service as a financial advisor with both Morgan Keegan and Wunderlich Securities and as a portfolio consultant with Dorsey Wright and Associates, Bo has narrowed his focus to one unique service offering. Working within the parameters of corporate sponsored retirements plans, he builds customized portfolios directly for the participant. Over the years Bo has discovered that a company sponsored retirement plan is the largest asset for most clients. This asset is extremely valuable and must be designed and monitored carefully throughout a career and into retirement. Once the initial portfolio is implemented Bo establishes an ongoing evaluation schedule according to the communication preferences of the client.
The next step in Bo’s process is the construction of a personal business plan. This is designed to guide professionals and business owners through key financial milestones in their careers and personal lives. In working with Bo and the Southern Edge Wealth Solutions team, successful individuals and families can expect:
An independent and complimentary second opinion at the onset of a working relationship. A comprehensive wealth management plan to help them reach their financial dreams. An objective voice for making smarter decisions in today’s uncertain political, economic and social environment.
Bo holds a B.A. in Business Administration from Auburn University. He is a former professional triathlete for the Timex Multisport Team as well as an author and motivational speaker. He and his wife Marietta have 4 children, twin boys and 2 little girls.
AIF® (Accredited Investment Fiduciary)
