Advisor profile


My approach

Rod Boaz - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Rod Boaz - My approach photo

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

Interests

Active in community charity events.

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

Avid golfer and enjoy boating.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2016