portrait of Brian Boatright
FINANCIAL ADVISOR
Client by Referral
Serving clients with $250,000
CallSend Me a Message

About Brian

As an Edward Jones financial advisor, I believe it's essential to understand what is important to you so that together, we can help determine the most appropriate strategies and solutions to meet your family's financial goals. If insurance is a part of the strategy, I am qualified to present a variety of products in this area.

In 2003, I began my Edward Jones career as a financial advisor in Asheville, North Carolina, and after 16 years with the firm, I moved my office to Kingsport, Tennessee, in March 2019. I have been honored with both the Edward Jones Spirit of Caring...

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Special Needs Financial Considerations
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesNovember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Tennessee State UnivMaster of Business Admin
  • Carson-Newman CollegeBachelor of Science

Personal Interests

  • Soccer
  • Hiking
  • Golfing
  • Coaching Sports
  • Active Lifestyle

Team Members

  • Lisa Harris
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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