Tad has a strong background in finance, with a focus on providing creative strategies to higher net worth clients. His affinity for finance began in 2009 when he started trading futures contracts, focusing on the Euro and Gold. While gaining this experience, his desire to work with and help people with their investments and financial health led him to the financial services industry. Using his diverse background of strong research skills and his analytical mindset, along with his educational foundation in microbiology to bring the “science” of investing into his financial planning, Tad is able to easily guide his clients into what’s appropriate for their current and future needs.
Tad brings experience, knowledge, and integrity when helping individuals, families, and business owners. He enjoys assisting them in understanding the importance of developing a strategic, long-term financial plan. Tad also takes the mystery out of complex financial jargon, so that clients fully understand what they are getting and what their options are. Whether it’s insurance planning, wealth preservation, or retirement, Tad believes that every situation is unique and requires customized strategies. He meets with his clients regularly so that their plans remain on target; even as their individual and/or business situations change.
Tad has been in finance and studying the markets and investment strategies since 2009, and actively working with clients since 2014. He holds several professional licenses including the Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam) and the FL-215 insurance and variable annuities license. Tad also previously earned a bachelor’s degree from the University of Florida in Microbiology and Cell Science.
Tad joined Legend Wealth Management in 2018 and learned their resources and support are unmatched. Together, Legend and Tad offer a high level of service to meet each individual need. Tad is also a local Floridian who was born, raised in, and currently resides in Palm Beach Gardens with his wife of 15 years, and their 8 year old boy/girl twins.
Tad Boyes is registered with and securities and investment advisory services are offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC. is affiliated with Brokers International, Ltd. Brokers International Financial Services, LLC., Legend Financial Marketing Services and Legend Financial Wealth Management are not affiliated companies.