Vince Boyd, CFP®, WMCP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

Professional

Vince has been working as an advisor for over 15 years.  At the age of 25, he became the youngest advisor in his firm to attain the CFP® (Certified Financial Planner) Designation.   Vince is not only one of the largest advisors within his firm, but also ranks in the top 2% of over 7,000 advisors in the firm nationally.  He was also the youngest advisor ever to win the firms top advisor award and is one of only two people in the firm to have won the award multiple times.  Vince was also chosen to be the face of the WMCP® (Wealth Management Certified Professional) national Level Up campaign for The American College of Financial Services.  He is highly sought after in the training and development of other advisors at the firm.

 

His client’s enjoy the calm, collected, and down to earth demeanor coupled with peace of mind that comes with having an experienced and knowledgeable advisor to help them navigate an increasingly complex world. Vince’s client retention rate is 99% which speaks to the relationship and service he and his team provide to their clients.  He specializes in working with affluent clients across the country in the executive, medical, retired and business owner markets. Vince and his team work with affluent families to handle the complexities, strategies, and needs that are faced by individuals and families of significance. He has a team of 5 with over 60 years of collective experience and maintains offices in both Florida and Pennsylvania.

 

Vince has been a member of the Physicians Nationwide advisory group for over a decade and has served on the board for the last 4 years and is currently serving as Executive Director. Education has been a foundation of Vince’s practice to continue to grow for the benefit of his clients.  He currently holds 5 distinct designations: CFP®, WMCP®, CLU®, ChFC®, CASL®. 

 

Vince lives in Saint Davids, Pennsylvania and is married to his bride Carley.  They have three children: Lannon, Carrington, Beckham and a 2 dogs, Louella and Nutmeg. Vince loves to stay active and enjoys golf, skiing, and tacos…although not in that order.  He is active in his community serving on several non-profit boards.

 


 

 

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