• Michael J. Boatman

    Head of Insurance Services; Not affiliated with RJFS

Michael has 17 years of experience in the financial services industry, assisting families and business owners in planning for the ultimate transfer of their assets to loved one and non-profit organizations. Michael has expertise in developing comprehensive plans that analyze and help solve individual and corporate insurance needs. He assists with complex estate issues, gifting strategies, and the use of trust owned assets. He works with a diverse group of clientele including families, business owners, corporate executives, and high net worth individuals.

Michael is a strong team player who not only is knowledgeable in estate tax law, but also understands the vital roles that other advisors play. He is careful to listen to the client to learn what is truly important concerning their wealth and family.

Michael earned his Bachelor of Science degree in Business Administration from the University of Memphis, Tennessee. He holds the following licenses: FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative); Florida Life, Health, and Variable Annuity.

Michael is a native Floridian residing in Ft. Lauderdale, FL