Steven Boles
Steven Boles
Vice President, Financial Advisor
211 Franklin Rd, Suite 300
Brentwood, TN 37027

629-208-2050
[email protected]

Experience
  • Working in the financial services industry since 2005
  • Currently focused on providing comprehensive wealth management including retirement planning as well as investment and insurance management
Education
  • Belmont University, BBA
Professional Affiliations
  • FINRA Series 7, 63, 66 (BrokerCheck)
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • Life, Accident, Health and Variable Contract Licenses 
Registered representative, Trust Standard Advisors; agent, Trust Standard Advisors Insurance Services, Inc.
Community Involvement
  • Board Member, FiftyForward Investment Committee