Alan Boyer has more than 20 years of experience in the financial services industry. He began his career with Primerica Financial Services and has worked with several well-known firms, including National Financial Services, Prudential, and Synovus.
Alan focuses on providing thoughtful financial guidance designed to help clients pursue their financial goals. His approach considers the many aspects of personal finance, including protection planning, cash flow management, and retirement strategies.
He holds the Series 6,7,63 and 65 securities registrations through LPL Financial and has earned the RICP® (Retirement Income Certified Professional) designation. Alan also holds Life, Health, and Variable Annuity Licenses.
Alan believes strongly in giving back to the community and has volunteered with organizations including the United Way, Communities in Schools, the Nassau County Racial Equality Coalition, and his local church. He has also supported local high school golf programs.
Alan earned a Bachelor of Science from the University of Akron and has pursued additional leadership studies through programs at the Center for Creative Leadership and the University of Michigan.
Alan and his wife, Sherril, have been married for more than 38 years. They have a daughter who lives in Jacksonville and they share their home with their dog, Luke, and cats Piper & Noelle. Alan has been an avid golfer for more than 57 years and enjoys most sports.