Bill Boatwright, Cfa
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Bill Boatwright, Cfa Email & Phone Number

Chief Executive Officer at Lake House
Location: Melbourne, Florida, United States 5 work roles 2 schools
2 work emails found @wellsfargoadvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email w****@wellsfargoadvisors.com
LinkedIn Profile matched
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Current company
Lake House
Role
Chief Executive Officer
Location
Melbourne, Florida, United States

Who is Bill Boatwright, Cfa? Overview

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Quick answer

Bill Boatwright, Cfa is listed as Chief Executive Officer at Lake House, based in Melbourne, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Bill Boatwright, Cfa.

Bill Boatwright, Cfa previously worked as Managing Director - Investments at Wells Fargo Advisors and V.P. Investments, Wealth Advisor, Sr. PM Portfolio Management Program at Ubs Financial Services, Inc.. Bill Boatwright, Cfa holds Masters, International Finance And Management from Thunderbird School Of Global Management.

Company email context

Email format at Lake House

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*@wellsfargoadvisors.com
71% confidence

AeroLeads found 2 current-domain work email signals for Bill Boatwright, Cfa. Compare company email patterns before reaching out.

Profile bio

About Bill Boatwright, Cfa

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. Contact me if you'd like me to help you develop strategies for pursuing your financial goalsWilliam.Boatwright@wellsfargoadvisors.com or by phone @ 818-226-2206 as I cannot respond to messages through LinkedIn In Mail.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, and WI only.CA Insurance License Number: oA24837FL Insurance License Number: D087739. Resident State: FL./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Bill Boatwright, Cfa's current company

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Lake House
Lake House
Chief Executive Officer
Martin, GA, US
5 roles · 37 years

Bill Boatwright, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Executive Officer

Lake House

Martin, Ga, Us

Managing Director - Investments

Wells Fargo Advisors

Melbourne, Florida, United States

Our goal is to provide a full range of investment planning solutions to the most important people - our clients. Like you, each of them face unique circumstances. We work to understand our clients' needs, goals and concerns. We collaborate, advise and implement effective and key advice. We are geared to help you advance your financial success. We strive to offer cost-effective, top-notch and prompt services.

V.P. Investments, Wealth Advisor, Sr. Pm Portfolio Management Program

Ubs Financial Services, Inc.

Encino, Ca

Oct 1998 - Sep 2014

Vp Investments

Spear Financial
1990 - 1993 ~3 yrs

Manager, Contract And Sales Administration

Harris Corporation

San Carlos, Ca

Farinon Division - Manufacturer of microwave and lightwave telecommunication equipment and systems

Sep 1981 - Oct 1988
2 education records

Bill Boatwright, Cfa education

Masters, International Finance And Management

Thunderbird School Of Global Management

B.S. - Finance, International Finance And Management

Florida State University

Attended University of Florida 1974 to 1978 - Chemisty and Microbiology

FAQ

Frequently asked questions about Bill Boatwright, Cfa

Quick answers generated from the profile data available on this page.

What company does Bill Boatwright, Cfa work for?

Bill Boatwright, Cfa works for Lake House.

What is Bill Boatwright, Cfa's role at Lake House?

Bill Boatwright, Cfa is listed as Chief Executive Officer at Lake House.

What is Bill Boatwright, Cfa's email address?

AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for Bill Boatwright, Cfa at Lake House.

Where is Bill Boatwright, Cfa based?

Bill Boatwright, Cfa is based in Melbourne, Florida, United States while working with Lake House.

What companies has Bill Boatwright, Cfa worked for?

Bill Boatwright, Cfa has worked for Lake House, Wells Fargo Advisors, Ubs Financial Services, Inc., Spear Financial, and Harris Corporation.

How can I contact Bill Boatwright, Cfa?

You can use AeroLeads to view verified contact signals for Bill Boatwright, Cfa at Lake House, including work email, phone, and LinkedIn data when available.

What schools did Bill Boatwright, Cfa attend?

Bill Boatwright, Cfa holds Masters, International Finance And Management from Thunderbird School Of Global Management.

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