Bo has spent more than 30 years honing his skills in providing long term capital growth and preservation investment advisory strategies for select families, business owners, professionals and institutions. In his decades of experience he developed a passion for having an in depth understanding of a client's financial position, what they want to build, what their capacity is toward market risk, and then structuring a plan to achieve those goals.
Bo has extensive experience in various facets of the investment industry including multiple successes in leadership roles. Bo's many achievements have been recognized over the decades as he has received several firm and industry accolades. This multi-layered understanding of the financial industry provides Bo with a truly unique perspective as he applies his talents to financial planning.
Bo earned his bachelor's degree from Shepherd University and he earned his master's degree from University of Maryland at College Park. Professionally, in addition to his numerous securities licenses (Series 7,8,31,63,65), Bo carries the Accredited Investment Fiduciary® (AIF®) Designation. Bo was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors†.
Active in the DC and Baltimore communities, Bo has been involved with the Washington Association of Money Managers, the Baltimore Bond Club, and the Institute of Certified Bankers. He is currently a member of the Investments & Wealth Institute, The Honor Society of Phi Kappa Phi, the Terrapin Club, the Crofton Country Club and The Army Navy Club of Washington. Bo has contributed to community organizations through his role as a member of the Board of Trustees for St. Martins in The Field Episcopal School, as a Ski Instructor Assistant for the National Ability Center in Park City, and to Shepherd University as a past President of the Shepherd University Alumni Association.
Raymond James is not affiliated with the above organizations and/or charitable causes.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth advisors for more info.