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.
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 & Associates, Inc. is not affiliated with the above independent organizations.