Founder
CurrentWe teach Financial Advisors how to use AI Tools to help them grow and scale their practice.
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@att.net
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Brian Boughner is listed as Founder at AI Advisor Tools, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at att.net and a matched LinkedIn profile for Brian Boughner.
Brian Boughner previously worked as Principal at Fiduciary Alliance and Principal at Parallel Financial. Brian Boughner holds Bs, Marketing from Florida State University - College Of Business.
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At Parallel Financial and Fiduciary Alliance, our goal is singular and focused: prioritizing our clients' best interests.We thrive on the opportunity to serve as fiduciaries for individuals while fostering a community of independent advisors who are deeply committed to service. Our approach is rooted in creativity, empathy, and transparency, delivering clear expectations and an honest dialogue.At Parallel Financial, we understand that the financial journey evolves over time. That's why we prioritize maintaining strong connections with our clients. We foster trust and credibility to ensure our clients feel confident in their financial future. We always align with their best interests and adapt as their circumstances change.We created the Fiduciary Alliance to acknowledge the challenges of working independently without third-party support. We offer financial advisors the solutions, workflows, and guidance they need to become independent. You're never alone with us.I am always eager to share my knowledge and engage in meaningful conversations. If you're interested in discussing further or meeting for a coffee, please don't hesitate to contact me here.
Listed skills include Portfolio Management, Asset Allocation, Wealth Management, Investments, and 35 others.
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Greenville, South Carolina, US
We teach Financial Advisors how to use AI Tools to help them grow and scale their practice.
Greenville, SC, US
Enabling clients to reach financial independence is something I strive to achieve each day at Parallel Financial. By establishing and maintaining a high-touch relationship with my clients, I ensure I am attuned to what is happening in each of their lives, ready to align the best financial strategy with their goals and objectives. As Principal, I oversee.
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Brian Boughner works for AI Advisor Tools.
Brian Boughner is listed as Founder at AI Advisor Tools.
AeroLeads has found 1 work email signal at @att.net for Brian Boughner at AI Advisor Tools.
Brian Boughner is based in Greenville, South Carolina, United States while working with AI Advisor Tools.
Brian Boughner has worked for Ai Advisor Tools, Fiduciary Alliance, Parallel Financial, Bb&T Asset Management, and U.S. Trust.
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Brian Boughner holds Bs, Marketing from Florida State University - College Of Business.
Brian Boughner is listed with skills including Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, and Investment Management.
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