Professional Approach and Experience:
Peyton serves as a liaison between the client and Financial Advisor through your initial planning process. She will be carrying out several tasks that are necessary for developing and reviewing client’s financial plans. She is involved in the new account process and servicing any and all existing client accounts. She is committed to serving you and is great at what she does! We are confident that you will enjoy working with her.
Peyton Boling provides administrative support services only.
Academic Achievements Include:
Bachelor of Science from the University of Arkansas
Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning
Life Outside of Business:
Peyton is originally from Northeast Arkansas. In her free time, she enjoys traveling, attending Razorback sporting events, going to the lake, and spending time with her friends, family, and two goldendoodles. She recently obtained her Private Pilot’s license, is currently in the process of getting her Master of Business Administration through Oklahoma State University and is working on furthering her credentials in her career!
Arkansas Insurance License #20143803