Boyd Welch

Boyd Welch Email and Phone Number

Partner at Income Solution Partners @ Income Solution Partners
boerne, texas, united states
Boyd Welch's Location
Boerne, Texas, United States, United States
Boyd Welch's Contact Details

Boyd Welch personal email

n/a

Boyd Welch phone numbers

About Boyd Welch

Experienced Sales Professional, results-oriented and relationship-driven with a demonstrated history of building trusted partnerships with over 25 year successful track record in financial product sales and sales team management. ISP is a boutique full-service Fixed Income and Structured Products resource with extensive knowledge and experience to help advisors effectively navigate the bond market. With the demand for customization and differing client risk profiles, I enjoy approaching each investment decision from the perspective of the advisor and identifying solutions that are tailored to their specific needs. For the last 20 years, I have worked with independent advisors and RIAs to help manage risk, identify pockets of opportunity in the capital markets to generate alpha, tax swap considerations, customized portfolio solutions for high-net worth investors, market commentary and credit insights. I enjoy taking a high-touch, consultative approach in developing meaningful relationships as a result of adding value to the practice of financial professionals. Outside of the office I enjoy spending time with my family, hunting and working around the family ranch, coaching and cheering on youth sports and playing golf. Boyd and his wife Becky have 3 children Jack, Ben and Tatum.National Securities Corporation, member FINRA/SIPCNational Asset Management, an SEC registered Investment Advisor

Boyd Welch's Current Company Details
Income Solution Partners

Income Solution Partners

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Partner at Income Solution Partners
boerne, texas, united states
Website:
incomesolutionpartners.com
Employees:
4
Boyd Welch Work Experience Details
  • Income Solution Partners
    Partner
    Income Solution Partners May 2021 - Present
    Boerne, Texas, United States
    Institutional Fixed Income and Structured Product TradingPartner with independent advisors and RIAs to help manage risk, identify pockets of opportunity in the capital markets to generate alpha, tax swap considerations, customized portfolio solutions for high-net worth investors, market commentary and credit insights. With a strong work ethic and attention to detail, I enjoy approaching each investment decision from the perspective of the advisor and identifying solutions that are tailored to their specific needs.
    View
  • Advisors Asset Management, Inc.
    Executive Director
    Advisors Asset Management, Inc. Jan 2017 - Mar 2021
    Assist financial advisors and institutions with delivering a high level of service and expertise in managing assets by comprehensive risk assessment, statement and financial analysis, and creating custom investment solutions and strategies utilizing Fixed Income, Structured Product, and investment vehicles including mutual funds, UITs, ETFs, and SMA’s.
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  • Advisors Asset Management, Inc.
    Regional Director
    Advisors Asset Management, Inc. Mar 2015 - Jan 2017
    Retain and grow distribution of AAM solutions within a set group of Independent Broker Dealers. Responsible for team leadership, hiring, training, coaching, creation of new sales ideas, resolution of compliance and trade issues and account management. Travel to meet face to face with top relationships and prospects. Represent the firm as an exhibitor and speaker at sales meetings for our Broker Dealer clients. Present economic updates as well as educational seminars on tactical investment solutions.
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  • Advisors Asset Management, Inc.
    First Vice President
    Advisors Asset Management, Inc. Jan 2005 - Mar 2015
    Producing manager responsible for growing the sales of our fixed income and structured products through the Independent Broker Dealer and RIA community. Performing credit analysis on corporate and municipal debt in current and prospective clients’ accounts.
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  • Advisors Asset Management, Inc.
    Advisor Consultant
    Advisors Asset Management, Inc. Sep 2002 - Jan 2005
    Assist financial professional with purchasing and/or liquidating all bond types and Structured Products. Profile and provide solutions from the firm’s offerings to assist the financial advisor in educating on the specific risk-reward profile of each strategy and positioning in order to achieve specific investment objectives.
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  • Usaa
    Select Relationship Manager / Brokerage Trading
    Usaa Aug 1999 - Sep 2002
    Develop, expand, and retain client relationships within the affluent market segment with the primary accountability for revenue generation through the introduction of USAA financial products. Outbound calling and face-to-face meetings to provide updates on portfolio holdings, performance, economic events and to identify sales opportunities.
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  • Wall Street Services, Inc
    Sales Manager / Portfolio Analyst
    Wall Street Services, Inc Oct 1997 - Jul 1999
    San Antonio, Texas, United States
    Network within highly competitive market creating new as well as maintaining existing accounts. Responsible for planning and implementing quarterly investment seminars for clients and prospective clients. In addition, provide quarterly and annual reviews for clients and detailed financial analysis and investment performance.
  • Fidelity Investments
    Senior Financial Sales Representative / Brokerage Trader
    Fidelity Investments Dec 1995 - Oct 1997
    Dallas, Texas, United States
    Responsible for placing client trades on stocks, mutual funds and fixed income securities. Used needs based selling skills to help investors meet financial goals and respond to client needs as demonstrated through technical knowledge, attitude, partnership and use of resources.
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Boyd Welch Skills

Bonds Series 7 Fixed Income Securities Series 63 Asset Allocation Trading Alternative Investments Investments Mutual Funds Sales Investment Advisory Financial Services Wealth Management Retirement Planning Series 24 Structured Investments Sales Management Fixed Income Portfolio Management

Boyd Welch Education Details

Frequently Asked Questions about Boyd Welch

What company does Boyd Welch work for?

Boyd Welch works for Income Solution Partners

What is Boyd Welch's role at the current company?

Boyd Welch's current role is Partner at Income Solution Partners.

What is Boyd Welch's email address?

Boyd Welch's email address is bw****@****ive.com

What is Boyd Welch's direct phone number?

Boyd Welch's direct phone number is +171948*****

What schools did Boyd Welch attend?

Boyd Welch attended Texas Tech University.

What skills is Boyd Welch known for?

Boyd Welch has skills like Bonds, Series 7, Fixed Income, Securities, Series 63, Asset Allocation, Trading, Alternative Investments, Investments, Mutual Funds, Sales, Investment Advisory.

Who are Boyd Welch's colleagues?

Boyd Welch's colleagues are James Fletcher.

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