LIBERTY WEALTH - Key Persons
JEFFREY E. BOYEA Founder (315) 422-0361 (315) 471-8403 jeff@libertywealthllc.com Jeff has been active in the financial services business for 15 years. He has an accounting background and holds an Accounting degree from Le Moyne College. He holds series 6, 7 and 63 licenses, along with licenses in life and health... Read more
Job Titles:
- Certified Financial Fiduciary & Founder
Scott actively assists his clients to help them reach their financial goals. With over 30 years of financial services experience and collaborative work with accountants and attorneys, Scott has the knowledge necessary to provide quality advice in the best interest of his clients and focuses on establishing trust through dedicated service and building meaningful client relationships.
Scott holds his Series 7, 24, 63 and 65 Securities licenses, which in addition to his years of experience, provide him with the expertise and guidance required to operate a successful business while maintaining perspective, exceptional knowledge and skill in financial services. Scott has clients in Tennessee and New York, as well as many other states across the country, as clients have relocated and choose to maintain a relationship.
Before entering the financial services industry, Scott served in the armed forces as a personnel administrator in the United States Navy. He currently serves on the Advisor Council for NEXT Financial Group, Inc.
Scott is a Certified Financial Fiduciary. He resides in Franklin, Tennessee with his wife Connie. They have two grown children and five grandchildren
Sophia Vanderveer has been building relationships with clients of Liberty Wealth Management for more than 20 years. She manages the company's administrative tasks, as well as the daily office duties and ensures that all clients are satisfied with their services.
When calling Liberty Wealth Management, Sophia is often the friendly voice on the end of the line ready to assist clients in any way that she can. She attended business school where she learned the skills needed to excel in the financial services industry. In addition, her years of experience have built and maintained strong, mutually beneficial client relationships at Liberty Wealth Management.