Arthur L. Boyd III
Private Wealth Advisor
"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble"
- Warren Buffett
Arthur is a Private Wealth Advisor with Generations Wealth Advisors since 2018. Arthur offers clients more than 22 years of financial services, retirement planning, and investment management experience.
Philosophy: Arthur’s focus is advising on the development and implementation of investment strategies to help clients meet their current and future income goals. Arthur follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan with regular portfolio rebalancing in order to obtain measurable results. Arthur also consults on risk management, retirement planning, and other critical financial strategies.
Methodology: When you bring your investment needs to Generations you will benefit from a long history of experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all your financial needs.
Clientele: Arthur’s client base is mainly comprised of loyal clients that have followed him from the major banks and investment firms where he has worked in the past.
Accomplishments: Arthur has over 22 years of investment advisory experience. Arthur currently holds FINRA Series 7, Series 6, and Series 66 Licenses. Arthur also holds a State of Florida 2-15 Insurance License. Arthur is a graduate of Morehouse College class of 1997 with a bachelor’s degree in business administration with a concentration in accounting.
Personal: Within Arthur’s family life, his son Arthur Boyd IV, is a central focus of his time. When spare time permits; Arthur enjoys boating, fishing and the South Florida lifestyle.
Please contact him at firstname.lastname@example.org or at (954)551-1677 to schedule your appointment.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Generations Wealth Advisors are not affiliated.