BILL BOATWRIGHT, CFA, CFP

Financial Advisor

Senior Vice President - Investments

Address: 5820 Canoga Avenue, SUITE 100 , Woodland Hills , CA 91367-0000
Phone: 818-226-2206  |  800-400-1177    Fax: 818-226-2239
Email: William.Boatwright@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Honora Penrose Domines, Senior Registered Client Associate

My Experience

  • 2014 - Present : Wells Fargo Advisors, Senior V.P. - Investments
  • 1998 - 2014 : UBS Financial Services, Senior V.P. Investments
  • 1993 - 1998 : Prudential Securities, V.P. Investments
  • 1990 - 1993 : Spear Rees Financial, Senior V.P.

My Education & Credentials

  • Masters International Finance, Thunderbird Graduate School
  • Bachelor of Science in Finance, Florida State University
  • Associate of Arts, Univeristy of Florida
Securities Registered in the following states: AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, MA, MI, MN, MT, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA, WI
Insurance licensed in the following states: CA (Lic. # 0A24837)
BILL BOATWRIGHT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : Woodland Hills Branch