The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Pillar rock

Roger Boyd

Senior Vice President–Wealth Management

Financial Advisor

Roger has been in the securities industry for more than 38 years and has held the Certified Financial Planner designation for more than 25 years. During his tenure at Morgan Stanley, he was a member of the President's Club, a recognition club for high achievers at the firm. He also was a member of, then chaired the FA Advisory Committee, a select group of advisors that periodically met with Morgan Stanley Senior Management to offer insight and constructive criticism. Over the years, he has spoken to many groups and shared his insights on the economy, financial markets around the world, behavioral economics and the importance of Tactical Allocation and Risk Management in the design and implementation of an investment program. His investment philosophy, derived from observing and investing through several market cycles, is that protecting the principal of a clients' assets is priority one, while investing intelligently to grow their capital is also important. And, as important as a well thought out investment plan is, it is only one part of the "Wealth Management Process" that can lead to greater client success and satisfaction.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • NC
  • NJ
  • NY
  • OK
  • PA
  • VA

Education

  • The Wharton School Executive Education Program, University of Pennsylvania
  • B.S. Accounting, Gannon University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
801 Laurel Oak Drive
Suite 500
Naples, FL 34108
  • (239) 254-7141

Email Me

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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