Roger Boyd is a Senior Vice President-Wealth Management and Portfolio Manager at UBS Financial Services Inc., with over 35 years of experience in finance. Previously, they held the position of Senior Vice President-Investments at Morgan Stanley from 1981 to 2008 and worked as a Financial Advisor at Merrill Lynch for a year. Roger holds a Bachelor of Science in Accounting and Finance from Gannon University and is a Certified Financial Planner from the College for Financial Planning. They also enhanced their expertise with a specialization in Portfolio Management from the Wharton School, University of Pennsylvania.
Location
Naples, United States
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