I have served clients with Edward Jones since 1999. Individuals, families and business owners rely on me to guide them through the process of determining their financial goals, formulating investment strategies to help them achieve those goals and executing disciplined investment strategies.
I am committed to understanding my clients' needs, their motivations and their values. Our office uses an established process to help clients identify, establish and achieve their goals through comprehensive and uniquely-tailored financial strategies. I can also collaborate with my clients' tax professionals and attorneys to make sure we are all aligned to meet our client needs.
Doing what is best for my clients and serving them with loyalty, care and consideration is always the priority for my team which includes branch office administrators Rita Melotti and Sue Burns.
In addition to my financial advisor role with Edward Jones, I have been a limited partner with the firm since 2007.
My personal life revolves around my family. My wife, Heather, is also a financial advisor with Edward Jones and we are focused on raising our two children to be healthy, productive and caring members of our community. We enjoy spending time together and supporting them in their passions, which are sports and dance.
Phone NumberYancy Boivin at (231) 933-5263
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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