Our expertise is your biggest asset

Tori Boswell Victoria 'Tori' Boswell, CIMA®
Financial Advisor

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Over the years, Tori has established more than 19 years of diverse experience in the financial services industry which made her the perfect choice to direct the Stephens Wealth Management Group's Tampa office. Joining our team back in 2013 Tori seamlessly stepped into the complete role of entrepreneur of this establishment. It was her extensive network, relationships and dedication that got the business off the ground and running. Tori is a prime example of what solid relationships and hard work is all about.

As a Certified Investment Management Analyst® (CIMA®), she provides a high level of strategically focused investment expertise and guidance to both individuals and institutions. Tori's broad range of client relationship management and services make it all seamless. In addition, she also serves as a member of our investment committee.

She began her career as an options trader on the Chicago Board of Trade, Tori has worked as a regional investment consultant with both Raymond James and Bank of America and then as a regional Vice President with Eagle Asset Management. These roles included research, analyses and recommendations of investment strategies for financial advisors, high-net-worth clients and also for institutions.

Tori earned an MBA from the University of South Florida and a bachelor's degree in accounting from the University of Alabama. She is a Tampa native and lives there today. She loves giving back to the community as she is part of the Alumni Advisory Committee for Pi Beta Phi sorority at the University of Tampa. In her free time, she enjoys golf, boating, fishing, and Rotary Club activities.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

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MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
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Phone: 813.251.1879 // Fax: 813.251.1716 //
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