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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

Interests

Active in community charity events.

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

Avid golfer and enjoy boating.

Awards & recognition

  • Five Star Wealth Manager, 2016

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • BBA, Economics and Finance, Southern Arkansas University

Community participation