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Our financial advice team


Rod Boaz, Financial Advisor serving the Tyler, TX area - Ameriprise Advisors

Rod Boaz

AAMS

Financial Advisor

Watters Creek Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • BBA, Economics and Finance, Southern Arkansas University

Awards & recognition

  • Five Star Wealth Manager, 2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Active in community charity events.

Enjoy traveling with my wife Joni and my two children, Carly and Mason.

Avid golfer and enjoy boating.