Tony Boagni

PIM Portfolio Manager, Senior Vice President - Investment Officer

Designations & Awards

PIM Portfolio Manager1

Tony Boagni is a PIM Portfolio Manager. The PIM program is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Tony has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.

AAA-capital.jpg

Premier Advisor2

Tony earned the Wells Fargo Advisors Premier Advisor distinction in 2019. To earn this distinction － which is held by a select group of Financial Advisors － as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

 

CERTIFIED FINANCIAL PLANNERTM (CFP®)

Nicholas earned his CERTIFIED FINANCIAL PLANNERTM certification in 2016. To earn the CFP® designation, Nicholas had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® Professional, Nicholas adheres to a professional Code of ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. As a CFP®, Nicholas takes the time to help you address all of your financial concerns so that you can focus on what’s most important in your life.

 


1 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.

2 the Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, FL, LA, MA, NH, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.