Justin Boller

Chief Investment Officer at Advocacy Wealth Management LLC

Justin Boller

Justin Boller

Chief Investment Officer at Advocacy Wealth Management LLC

Biography

Justin has been in the investment management industry for over 14 years. Justin is responsible for the collaborative construction of individual portfolios and ongoing monitoring both at the individual as well as the firm level for predictable cash flows versus risk and client profile. He has attained his Series 7, 63, and 65 licenses from FINRA, and is a Chartered Financial Analyst® (CFA). According to the CFA Institute, “No credential is as widely respected in the (financial) industry for its breadth and depth of advanced and current skills, global relevance, and ethical grounding as the CFA charter. And none is harder to obtain.”

Prior to joining Advocacy Wealth Management, Justin served as a Client Portfolio Manager at Invesco, where he worked on the company’s Global Equity investment team. He has worked with individual clients, as well as large institutions along with their advisers. In addition to his client portfolio management responsibilities, Justin was Director of Strategic Planning for the global firm. He is a graduate of Wake Forest University, where he earned a bachelor's in business with a focus in finance.

Justin lives in Atlanta with his wife and two young daughters. He is actively involved in the local community, serving as President of the Friends of Bitsy Grant Tennis Center, a non-profit organization.

Overview
Career Highlights

Advocacy Wealth Management LLC

RelSci Relationships

543

Number of Boards

1

Number of Awards

4

Contact Data
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Relationships
RelSci Relationships are individuals Justin Boller likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chairman at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Client Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Tax & Retirement Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Average

Regional Director of Client Services at Advocacy Wealth Management LLC

Relationship likelihood: Average

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Justin Boller
Chief Investment Officer at Advocacy Wealth Management LLC
Education
Bachelor's in Business with a Focus in Finance

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Career History
Chief Investment Officer
Current

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Director, Strategic Planning
Prior

Invesco Ltd. engages as an independent global investment management firm. It operates through Investment Management segment. The firm offers a range of single-country, regional, and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Boards & Committees
President, Board of Directors
Current
Awards & Honors
CFA (Chartered Financial Analyst)
Series 65 – Uniform Registered Investment Adviser
Series 7 - General Securities Representative
Other Affiliations
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