Teams at Boulay

The Senior Wealth Advisor delivers personalized financial guidance, manages client relationships, develops wealth strategies, and contributes to business growth through identifying client opportunities.

The Financial Due Diligence Manager leads due diligence engagements, manages projects, mentors team members, and advises clients on mergers and acquisitions.

Serve as a senior client-service partner to Wealth Advisors by managing client relationships, coordinating onboarding and meetings, administering accounts in Tamarac/CRM, mentoring associates, driving process improvements, and collaborating with advisors and external professionals to ensure exceptional, concierge-quality client experiences.