Victoria ‘Tori’ Boswell, CIMA®

Wealth Advisor
Tori.Boswell@stephenswmg.com

Tori Is A Relationship Builder, Sports Fan (Go Alabama!), and Lover of Travel

With more than two decades of experience in the financial services industry and nearly 10 years as a Wealth Advisor, Tori serves as an important part of the Stephens Wealth Management Group team. She runs the Tampa, FL satellite office and works with clients across the United States. As a Certified Investment Management Analyst® (CIMA®), Tori provides clients with strategic investment expertise and guidance.

Tori began her career as an options trader on the Chicago Board of Trade.  She then 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.  In these roles, she provided research, analysis, and recommended investment strategies to financial advisors, high-net-worth clients, and institutions.

Victoria 'Tori' Boswell CIMA® Wealth Advisor

Tori's Money Story

"From the time I entered by graduate program in business, I knew the world of finance was in my blood. After graduating with my MBA, I found my first home at the very competitive and engaging Chicago Board of Trade. I was one of only a few women on the floor as a trader for J.P. Morgan. I spent four years on the floor and eventually decided I was ready to return to the Florida climate and the next chapter in my career in finance. Raymond James happened to be the biggest financial services organization in Florida in the early nineties. Once again, I found myself in a position with just one other woman, so the need to prove myself and be good at my work was critical. As Raymond James financial advisors moved from commission-based to fee-based products, I spent a great deal of time traveling the country to provide advisors with education about different mutual funds and money managers. It did not take long for me to realize that while I loved helping other financial advisors, my dream would be to work directly with clients.

During this time, I was also going through some personal challenges that left me with a great appreciation for the role of an advisor when times get tough. I set out to realize my dream of becoming a financial advisor through years of saving so that I could afford the time it would take me to set-up my own business and build a client base. It was not easy, there were some unfortunate starts and stops, but eventually I realized my dream. I’ve had the opportunity to work with clients as an advisor for more than seven years, and love that I can bring all of my previous experience to bear for their benefit."

Tori Boswell

Service and Leadership

Tori is deeply committed to serving her community through her active role on the Alumni Advisory Committee for the Pi Beta Phi sorority at the University of Tampa. She also played a pivotal role in launching the Tampa chapter of the National Association of Divorce Professionals (NADP), an organization dedicated to supporting clients navigating divorce by connecting them to vital community resources and services. Through these leadership roles, Tori demonstrates her passion for making a positive impact and building strong community networks.

Education

Master of Business Administration, South Florida University
Bachelor of Accounting, University of Alabama

Outside the Office

Tori is a Tampa native and still lives there today. In her free time, she enjoys travel, golf, boating, and fishing.

Visit Tori on LinkedIn

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Stephens Wealth Management Group is engaged, or continues to be engaged, to provide investment advisory services.

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