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Jeff Boswell

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Jeff Boswell

Senior Financial Advisor, Senior Vice President - Investments | Wells Fargo Advisors

Visalia, California, United States

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Jeff Boswell

Summary

Jeff Boswell is a seasoned financial advisor with over three decades of experience in the financial services sector, currently serving as a Senior Vice President at Wells Fargo Advisors. His expertise lies in crafting tailored investment plans that align with clients' long-term financial goals and risk tolerances. Jeff has navigated through significant market fluctuations, allowing him to develop a keen insight into portfolio management. He is also deeply committed to community service, actively engaging in youth sports coaching in Visalia, California, where he has lived his entire life. His professional accolades include being named a member of the Wells Fargo Advisors Platinum Council multiple times. Jeff's educational background includes a Bachelor's degree in Business Administration from San Diego State University and an Associate's degree from the College of the Sequoias. He is not just focused on financial success but also on fostering relationships that empower his clients.

General

Specialist

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeff Boswell

Work Experience

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Senior Financial Advisor, Senior Vice President - Investments at

Wells Fargo Advisors

June 2009 - Present

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Financial Advisor at

Morgan Stanley

October 1990 - June 2009

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Jeff Boswell

Education

San Diego State University, Bachelor's Degree

January 1984 - January 1987

College of the Sequoias, Associate's Degree

January 1982 - January 1984

Frequently Asked Questions about Jeff Boswell

What is Jeff Boswell email address?

Jeff Boswell's primary email address is ************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeff Boswell work for?

Jeff Boswell is a Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Jeff Boswell graduated from?

Jeff Boswell holds a degree in Business Administration And Management, General from San Diego State University.

How can I directly contact Jeff Boswell?

To contact Jeff Boswell directly, you can use the email address ************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Boswell?

Jeff Boswell is a seasoned financial advisor with over three decades of experience in the financial services sector, currently serving as a Senior Vice President at Wells Fargo Advisors. His expertise lies in crafting tailored investment plans that align with clients' long-term financial goals and risk tolerances. Jeff has navigated through significant market fluctuations, allowing him to develop a keen insight into portfolio management. He is also deeply committed to community service, actively engaging in youth sports coaching in Visalia, California, where he has lived his entire life. His professional accolades include being named a member of the Wells Fargo Advisors Platinum Council multiple times. Jeff's educational background includes a Bachelor's degree in Business Administration from San Diego State University and an Associate's degree from the College of the Sequoias. He is not just focused on financial success but also on fostering relationships that empower his clients.

Jeff`s contact details

mail

************@wellsfargoadvisors.com

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