Stephen Boatman

Associate Financial Planner

I began my path in financial planning by becoming a trusted resource for friends and family where I help to educate and influence their financial decisions. Through relentless effort and continuous research and education, I have become a savvy financial planner, client relation specialist and an invaluable asset to the Smith Partners Wealth Management team.

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Stephen Boatman

Associate Financial Planner

I began my path in financial planning by becoming a trusted resource for friends and family where I help to educate and influence their financial decisions. Through relentless effort and continuous research and education, I have become a savvy financial planner, client relation specialist and an invaluable asset to the Smith Partners Wealth Management team.

“We make a living by what we get, but we make a life by what we give” - Winston Churchill

I have been investing since I was 14 years old and have always had a passion for helping others understand money and teaching them the positive impact it can have if managed correctly.

I understood how wealth management and financial planning could change lives ever since I was in my teenage years thanks to my parents teaching me the financial basics and being transparent with their own money decisions – within this realization, I discovered my purpose: making a positive difference within the lives I’m surrounded by and the financial industry I work in.

When I’m not studying or at work, I enjoy spending time with my friends, being in the mountains or at the lake, and riding one of my bikes through the woods or on the road.

Leadership & Community Involvement:

2014-2015 President of The Bowden Investment Group, Member of Financial Planning Association (FPA), Member of Society of Financial Service Professionals (SFSP), The Heart, Project 658, Mercy Hill, Young Life.

Education & Certifications:

B.S.B.A. in Finance and Banking from Appalachian State University in 2015, Continuing education at College for Financial Planning in North Carolina, Series 65 Certification.

Areas of expertise:

  • Retirement Planning
  • Cash Flow Analysis and Student Loans
  • Investing (tax efficient and sustainable)
  • Social Security Analysis
  • Young Professionals

Contact Details

Fun Facts About Stephen

Favorite Books to Pass Along:

The Go Giver by Bob Burg & John David Mann

Wild at Heart by John Eldredge

Secret Super Skill:

I can run a marathon in under 4 hours

Best Financial Advice I’ve Been Given:

Save, Give & Live