seller-profile

Sally Boyle

SJ Boyle Wealth Planning LLC

45 Lyme Road Suite 204A

Hanover, NH 03755

603-277-9953

Connect with Sally

General Information

Firm Start Year

2015

No.of Employees

2-4

CRD#

1026790

Firm CRD#

174158

Name of Custodial Firm

TD Ameritrade

States Licensed in

NH

Years of Experience in Financial Services

30

Number of Years with Current Firm

6

Work Experience

Principal SJ Boyle Wealth Planning LLC January 2011 to Present

Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

Financial Advisor June 2004- September 2007 Chittenden Securities

Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

"Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CDFA®, ChFC®, CLU®

Securities Licenses

Series 66, Series 63, Series 6, Series 7, Series 22

Firm Information

Firm's Number of Clients

92

Firm's Number of Planning Clients

30

Firm's Number of Managed Clients

62

Assets Managed by Firm

30,000,000

Advisor's Number of Clients

92

Advisor's Number of Planning Clients

30

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

BSBA - Business Administration

West Virginia University
091972 - 061976

CFP Designation - Financial Planning

A Kaplan Company
2011 - 2012

Disclosures

https://adviserinfo.sec.gov/firm/summary/174158