Boyce of Vahanian & Associates Attends Top Advisor Conference
Jeffrey C. Vahanian, CFP® and Bonnie M. Boyce, MBA, CFP® recently celebrated their achievements with Osaic Wealth – the broker-dealer that Vahanian & Associates Financial Planning Inc. has partnered with since 1986. Every year, top advisors are invited to celebrate such achievements at Royal Court. Vahanian & Associates has been named to this prestigious group, Royal Court, for 28 consecutive years.
This year, Boyce attended on behalf of the Vahanian team in Banff – Alberta, Canada, from July 28th through August 1st. The conference provided a platform to mingle with peers, broker-dealer management and industry thought leaders. Boyce is Vice President, Director of Financial Services and Chief Compliance Officer, and has been a valued member of the team since 1992.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high net worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.
Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 7,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.
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