Certified Financial Planner (Financial Planning and Services)
1990 - 1992
Gannon University
Bachelor of Science (BS) (Accounting and Finance)
1972 - 1976
Cochranton Jr. Sr. HS
College Prep
1968 - 1972
Roger Boyd Skills
Series 7
Wealth Management
Retirement Planning
Series 63
Asset Allocation
Business Succession Planning
Philanthropy
Risk Management
Estate Planning
Business Succession
Roger Boyd Summary
Roger Boyd, based in Naples, FL, US, is currently a Senior Vice President-Wealth Management and Portfolio Manager-Portfolio Management Program at UBS. Roger Boyd brings experience from previous roles at Morgan Stanley and Merrill Lynch. Roger Boyd holds a 1998 - 1999 Investment Consultant in Portfolio Management @ Wharton School, University of Pennsylvania. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation and more. Roger Boyd has 3 emails and 2 mobile phone numbers on RocketReach.
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