About

Wesley has worked as a financial advisor for over twenty years with The Retirement Group, Fidelity Investments, UBS, and Morgan Stanley. He specializes in helping clients prepare for and transition into retirement and has extensive experience working with clients from Fortune 500 companies. He prioritizes educating his clients so that they feel empowered in their financial decisions. Outside of the office, Wesley enjoys participating in community service projects, golfing, and spending time with his wife Christine and their five children.

Education

  • MBA, Texas Christian University
  • BS, Louisiana State University

Resources from Wesley Boudreaux

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Current Clients

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