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Our financial advice team


Brian Boswell, Private Wealth Advisor serving the Germantown, TN area - Ameriprise Advisors

Brian Boswell

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Vantage Wealth Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies
  • Employee Stock Options

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Vantage Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Forbes Best-in-State Wealth Advisors, 2023

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

- My wife and I are active participants in our neighborhood association of Central Gardens. I’m pleased to help in their mission to sustain and enhance the quality of our historic neighborhood.

- For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

When I'm not helping clients, I enjoy traveling with my wife Laura, woodworking, and watching baseball.

Client Experience Award

All of us at Vantage Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award for the second year in a row. This recognition is a testament to the loyalty of our clients, the dedication of the entire team and the great experience we work so hard to provide for our clients every day.