Andrew B Boles

As an Edward Jones financial advisor, I've had the privilege of serving clients since 1993. I am a proud graduate of Denison University where I received my Bachelor of Arts in economics and history. I currently hold the professional designations of CFP®, AAMS® and CRPC®.

Binita, Jenna and I have 50 years of industry experience and we work together to help multi-generational families organize, build, protect and transfer their family wealth effectively. We do this by understanding what is important to them. We then utilize established processes that allow us to build personalized strategies to help them achieve their goals. Finally, we partner with them for the rest of their lives to keep them on track to help achieve their goals.

A native of St. Louis, MO, after meeting my wife, Lisa, I moved with her to Chatham and raised five children. I am an active member of the Madison Rotary Club, a member of the Board of trustees of the Museum of Early Trades and Crafts and I played on and coached local hockey teams for a multitude of years.