Wealth Strategies Partners Expands Team with Addition of Relationship Manager Caleb Boy
Brentwood, Tenn. — February 16, 2024 — Wealth Strategies Partners (WSP), a boutique total wealth management practice, today announced the hire of Caleb Boy as relationship manager in its Brentwood, Tenn. office. In this role, Boy works alongside the team to provide clients with the quality service WSP is known for and ensures their needs and goals are met with excellence. He currently holds his Series 7 and Series 66 licenses.
Prior to joining WSP, Boy spent two years at Hall Financial Advisors where he assisted with investment portfolio management, investment research analysis, client engagement events and administrative tasks. He also spent two years as a personal finance teacher and football coach in both Davidson and Wilson counties.
“The addition of Caleb allows us to continue delivering exceptional client experience to our growing client base,” said WSP president & CEO, Paul Allen, CFP®, MS. “His focus on relationships combined with his industry experience further enhances our team’s ability to help keep our clients’ financial houses in order.”
Originally an Ohio native, Boy earned his master’s degree from Tennessee State University. He holds a bachelor’s degree in finance from Marietta College, where he served as captain of the football team.
About Wealth Strategies Partners:
Wealth Strategies Partners, a member of the Raymond James Financial Services network, is a boutique generational wealth management team. With offices in Brentwood, TN, and Sarasota, FL, the practice’s advisors work with families, retirees, entrepreneurs and high-net-worth individuals to instill confidence by making complex financial situations easier to understand. For more information, please visit https://wealthstrategiespartners.com.
About Raymond James Financial Services
As of 12/31/2023. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.37 trillion. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
For more information, contact Wealth Strategies Partners at 941-413-0570. 400 Burns Ct., Sarasota, FL 34236.
