Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chad Boles

First Vice President–Wealth Management

I graduated with a Bachelor of Science Degree in Civil Engineering from Auburn University. After a successful environmental engineering career, I attended the Georgia State Executive MBA program and graduated in 2001. Ever since, I've been a Financial Advisor.

To add academic integrity to my craft, I've remained in good standing as a Certified Financial Planner since 2005. As two decades of experience allowed, I obtained the rare tools given a UBS Certified Retirement Planning Consultant and Senior Portfolio Manager. With the guidance of UBS's award winning research, I select and trade the securities for my client's portfolios. A large corporate retirement plan or the culmination of your life's financial ups and downs - it's your best interest I have in mind.

Away from wealth management, I enjoy travelling with my wife, Cyn, running my rescue dog every morning before daylight and kayak fishing anytime I'm near saltwater. My most hopeful future includes meeting you. Stay Bullish.


Registered States:
  • AL
  • CA
  • FL
  • GA
  • HI
  • IN
  • KY
  • MA
  • MI
  • MS
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
  • WA


  • BSCE, Auburn University
  • EMBA, Georgia State


  • Retirement Plan Consultant
  • Senior Portfolio Manager
3560 Lenox Rd, N.E.
Suite 2800
Atlanta, GA 30326
  • (404) 848-8523

Email Me

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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