John Boyd


Registered Principal

Investment Advisor Agent

JOHN.BOYD@RAYMONDJAMES.COM

 

With more than 25 years' experience in the financial services industry, John Boyd provides a broad range of financial and investment planning services to his clients including wealth management, retirement income planning and investment advisory services. As an RJFS financial advisor, John utilizes a holistic planning process that helps facilitate and support creative solutions to each client's individual needs.p>

John is a CERTIFIED FINANCIAL PLANNERTM professional and holds General Securities Principal (Series 24), General Securities Registered Representative (Series 7) and Registered Investment Advisor (Series 65) registrations with Raymond James. In addition, John maintains Life, Health and Variable Annuity insurance licenses while providing clients with advice regarding risk management, asset protection, and disability income planning options.

Originally from the state of Missouri, John has been a resident of the Ft. Myers community for 39 years. He enjoys spending time with his wife Kathy and their family and friends. When John is not working with clients, you might occasionally find him on the golf course.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.