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Our financial advice team


Kelly Boyle, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Kelly Boyle

CRPC, ADPA

Financial Advisor

Boyle, Torres and Associates

An Ameriprise Platinum Financial Services® Advisor

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • Business Financial Advisor

Education

  • University of Florida - B.S. Finance, Warrington College of Business

Professional associations

  • TechLauderdale Board Member
  • Boca Raton Chamber of Commerce

Community participation

    • South Florida Tech Hub Events Committee Chair & Board Member
    • Founder of Tech Talent Fest, a unique talent and hiring experience designed specifically for the tech industry.
    • Boca Raton Chamber - Ambassador
    • Volunteer/Photographer for Boating & Beach Bash for People with Disabilities

Interests

  • I'm first and foremost an entrepreneur and I'm passionate about helping small business owners succeed.
  • I am passionate about financial education in the workplace.
  • Also, I enjoy educating and advising women business owners, divorcees, and widows on smart financial strategies.
  • I like to consider myself tech savvy and enjoy learning about new technologies.
  • I love exotic sports cars & going to vintage car shows.
  • I am a big fan of Florida Football. Go Gators!
  • In my free time, I enjoy event photography, landscape photography and painting murals.
  • I love the beach and like to surf.
  • I enjoy ballroom and Latin dancing.