Bo Florence serves as Wealth Advisor at Frontier Investment Management Company. He joined the firm in 2022 and brings 20 years of experience providing financial planning solutions to clients in every stage of life. Bo began his career working as a vice president and financial advisor at JPMorgan Chase and then Merrill Lynch. He later joined USAA where he spent almost a decade in the Wealth Advisor role serving members by providing customized financial advice and portfolio management guidance.
Bo graduated with a Bachelor of Science Degree from Texas A&M University. He is a CERTIFIED FINANCIAL PLANNER® and CHARTERED RETIREMENT PLANNING COUNSELOR™. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies to help grow and protect their hard-earned assets.
Outside of work, Bo loves to spend time enjoying his amazing son and daughter, and their 4 pets. They are active in their local church and community. They enjoy traveling, sports and anything outdoors.
“The beginning of wisdom is this: Get Wisdom. Though it cost all you have, get understanding.”
Proverbs 4:7
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
This firm is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.