Gary Boatman, CFP®
Gary W. Boatman is an investment advisor representative and follows the fiduciary responsibility of that position.
Gary W. Boatman is a graduate of Robert Morris College and earned a master’s degree in Business Administration from Youngstown State University. After completing a two year program from the College for Financial Planning, Boatman passed the extensive test to become a Certified Financial Planner.
He has continued his education through a wide variety of continuing education classes and participation in national training sessions. Included in these conferences was two days spent training with Ed Slott, who is recognized as America’s expert on IRAs.
Boatman is an investment advisor representative and follows the fiduciary responsibility of that position. He is also a licensed by the State of Pennsylvania’s Insurance Department.
As the weekly columnist of Your Financial Future, Boatman helps to explain Wall Street to Main Street and provides educational advice to his readers. Helping the community avoid financial pitfalls is one of the objectives of the column.
Boatman has conducted many educational workshops at senior centers, talked to high school classes and developed and taught a financial planning course at Allegheny County Community College.
Boatman serves as President of the Greater Monessen Chamber of Commerce and is involved in many activities throughout the community.
Kelly Boatman Wise
Kelly Boatman Wise is a graduate of California University of PA and earned a bachelor’s degree in Special and Elementary Education. She passed her Insurance License Exam and Medicare training and is a certified tax preparer. Kelly has been working with her father at Boatman Wealth Management for over five years.
Kelly is Boatman Wealth Management, Medicare specialist. She can help you manage your health care cost in retirement. She has extensive experience dealing with families with a special needs member. She worked for eight years as a TSS. Kelly serves as VP of Client Services at Boatman Wealth Management, LLC.