Tony Boagni
Managing Director – Investments
Senior PIM Portfolio Manager
Phone: 225.929.8435
Email: tony.boagni@wellsfargoadvisors.com
Focus
With over 24 years of experience, I became a Financial Advisor to help people achieve their financial and life goals which in turn helps raise the quality of life for my clients and their families. I work side by side with them and create planning strategies and provide investment management to help address their needs throughout their life.
Background & experience
After attending the University of Southwest Louisiana as a business major I recognized my passion for finance and investments as a way to help empower people to achieve a better life and achieve their goals.
I began my career as a Financial Advisor at Prudential Securities then continued to develop my skills at Smith Barney/Citigroup and Merrill Lynch before joining Wells Fargo Advisors in 2018.
I work with my clients as a Private Investment Management (PIM) Portfolio Manager. This allows me to act as a personalized portfolio manager for my clients so I can create a customized asset allocation and risk managed portfolio to help them achieve their goals. I pride myself on the in-depth research and quality of investments we select for our client’s portfolios.
Away from the office
I am very active in the community and volunteer and provide financial support to many organizations in the community, including; Previous board member and finance chair of the local battered women’s shelter; I volunteer as a mentor to provide guidance for under privileged children; I assist in the public schools and provide sponsorship and tuition assistance to underprivileged families and children.
I have been married for 20 years and have five children. I am voracious reader and an avid sports fan and enjoy hunting, fishing and exercise. My free time is very family oriented spent attending our children’s sports activities
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
With over 24 years of experience, I became a Financial Advisor to help people achieve their financial and life goals which in turn helps raise the quality of life for my clients and their families. I work side by side with them and create planning strategies and provide investment management to help address their needs throughout their life.
Background & experience
After attending the University of Southwest Louisiana as a business major I recognized my passion for finance and investments as a way to help empower people to achieve a better life and achieve their goals.
I began my career as a Financial Advisor at Prudential Securities then continued to develop my skills at Smith Barney/Citigroup and Merrill Lynch before joining Wells Fargo Advisors in 2018.
I work with my clients as a Private Investment Management (PIM) Portfolio Manager. This allows me to act as a personalized portfolio manager for my clients so I can create a customized asset allocation and risk managed portfolio to help them achieve their goals. I pride myself on the in-depth research and quality of investments we select for our client’s portfolios.
Away from the office
I am very active in the community and volunteer and provide financial support to many organizations in the community, including; Previous board member and finance chair of the local battered women’s shelter; I volunteer as a mentor to provide guidance for under privileged children; I assist in the public schools and provide sponsorship and tuition assistance to underprivileged families and children.
I have been married for 20 years and have five children. I am voracious reader and an avid sports fan and enjoy hunting, fishing and exercise. My free time is very family oriented spent attending our children’s sports activities
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
Nicholas Franco, CFP
Financial Advisor
Focus
Nicholas is dedicated to helping his clients build, manage and preserve their wealth by creating customized plans and helping them make appropriate decisions throughout their lives to help them succeed financially.
Background & experience
Nicholas graduated from Louisiana State University, Baton Rouge, LA with a Bachelor of Science in Finance. Recognizing his passion for helping people plan for their financial goals and having a keen interest in the financial markets.
He continued his professional development by earning the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn his CFP® he completed hundreds of hours of rigorous course work and examinations and adheres to the CFP® Board's Code of Ethics and Professional Responsibility. All CFPs are held to a strict standard of fiduciary care, meaning they must always put your financial best interests ahead of their own.
He began working in Financial Services as a Client Associate, then as a Financial Advisor for Merrill Lynch where he helped create investment plans using wealth outlook software, coordinating educational events for clients and prospects and providing financial advice to help his clients achieve their investment goals.
Through a comprehensive planning process he addresses client concerns including cash management, retirement income, and wealth preservation. His investment strategy reflects a globally diversified, tax efficient, and fee-conscious approach to investing.
Away from the office
Away from the office, Nicholas and his wife Rebecca, a chemical engineer at ExxonMobil, live in Baton Rouge. Having earned the Eagle Scout honor, he enjoys the outdoors and enjoys hunting and backpacking.
Nicholas is dedicated to helping his clients build, manage and preserve their wealth by creating customized plans and helping them make appropriate decisions throughout their lives to help them succeed financially.
Background & experience
Nicholas graduated from Louisiana State University, Baton Rouge, LA with a Bachelor of Science in Finance. Recognizing his passion for helping people plan for their financial goals and having a keen interest in the financial markets.
He continued his professional development by earning the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn his CFP® he completed hundreds of hours of rigorous course work and examinations and adheres to the CFP® Board's Code of Ethics and Professional Responsibility. All CFPs are held to a strict standard of fiduciary care, meaning they must always put your financial best interests ahead of their own.
He began working in Financial Services as a Client Associate, then as a Financial Advisor for Merrill Lynch where he helped create investment plans using wealth outlook software, coordinating educational events for clients and prospects and providing financial advice to help his clients achieve their investment goals.
Through a comprehensive planning process he addresses client concerns including cash management, retirement income, and wealth preservation. His investment strategy reflects a globally diversified, tax efficient, and fee-conscious approach to investing.
Away from the office
Away from the office, Nicholas and his wife Rebecca, a chemical engineer at ExxonMobil, live in Baton Rouge. Having earned the Eagle Scout honor, he enjoys the outdoors and enjoys hunting and backpacking.