Beth Boylan

Beth Boylan, CFP®, ECA®, is a Senior Equity Compensation Planner at Morgan Stanley. With a robust background in financial planning, they previously served as a Financial Planning Director at the same firm and held various roles at Charles Schwab and FORVIS, including Senior Manager at BKD Wealth Advisors. Currently pursuing a Bachelor’s Degree in Business Administration and Management with a Minor in Economics at Indiana Wesleyan University, Beth focuses on providing strategic financial planning across investment management, estate planning, and risk management.