A.G.P. welcomes Alex Boatman as a Member of its Wealth Management Division formerly with Stifel, Nicolaus
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Alex Boatman
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Alex Boatman
Alex has been in the financial industry for the past decade. He has spent the majority of his career in both regional leadership and advisor development with Edward Jones. Most recently Alex had served as Vice President of Investments at Stifel, Nicolaus in which he implemented tailored strategies to manage his clients’ assets. Alex provides a holistic approach to investing and implements targeted solutions to meet his clients’ needs.
Previous to the financial services industry, Alex served in the United State Air Force as an Avionics Specialist for the F-16 Fighting Falcon. He also attended Wayne State University and holds a Series 7, 66, and Life and Health Insurance licenses.
A.G.P. CEO/Executive Chairman Phil Michals, commented: “We are excited to have Alex join us. He has a customer first approach and works with a variety of clients and customizes the approach to meet their needs”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “Alex is a great addition to the team and we look forward to helping him maintain his strong customer relationships. He brings tremendous experience and professionalism and is indicative of the type of adviser that can flourish at AGP.”