With more than 35 years of experience in financial planning and investment management, Wally Bokovitz has the accumulated knowledge and perspective to help you with your financial goals. Wally understands the dynamics of wealth, how to balance complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Wally will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Wally endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Wally designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Wally puts it into action and seeks opportunities to adapt to life changes and new goals.
Wally began his career in financial services in 1990 and previously spent multiple years with John G. Kinnard and Baird. Today, Wally provides comprehensive wealth management services and more through Raymond James.
A native of Madison, Wisconsin, Wally resides in Maple Grove, Minnesota. He is a graduate of the University of Wisconsin-River Falls and received a degree in economics and business administration.
Raymond James is not affiliated with any of the companies mentioned.