Directory
>
Jeff Boswell
Jeff Boswell
Senior Financial Advisor, Senior Vice President - Investments | Wells Fargo Advisors
Visalia, California, United States
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.
Jeff Boswell
Work Experience
Senior Financial Advisor, Senior Vice President - Investments at
Wells Fargo Advisors
June 2009 - Present
Financial Advisor at
Morgan Stanley
October 1990 - June 2009
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
************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG